Work With Dave

If you are looking for a no-nonsense approach to investing and financial planning, then we may a good fit for each other. I own two companies:

  1. Anthony Capital, LLC–a fee only registered investment advisor firm that specializes in retirement income planning, financial planning, and and investments utilizing FBIAS: Fact-Based Investment Allocation Strategy portfolios.
  2. Side by Side, LLC--a independent insurance agency that provides unbiased, side by side comparisons of life insurance, annuity, long term care, and Medicare policies.

Take a minute or to read about the types of people that benefit the most from what I do, what I charge, and the benefits of having a optimized and comprehensive financial plan.


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