David Darlington brings nearly three decades of experience helping clients navigate complex financial decisions with clarity and confidence. Since 1996, he has built his practice on a foundation of relationships, honor, and strategy guiding individuals, families, and business owners through every stage of wealth management from funding educations and retirement planning to business transitions and
generational wealth transfer. As Founding Partner, he stewards with perspective and mentorship ensuring his clients and his life’s work are supported with the same level of care and integrity that built them. David is a CERTIFIED FINANCIAL PLANNER® professional and holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Exit Planning Advisor (CEPA®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. Outside of the office, he and his wife, Megan, value traveling the world and spending time with their growing family. Since 2023, they have welcomed three grandchildren, introducing them to two of their favorite roles as Granddad and Mimi.
