Who We Are

W. David Kern CFP®

Wealth Management Advisor

David graduated Magna Cum Laude from Hillsdale College in 2008 with a Bachelor of Arts degree in Economics. Prior to joining Wealthquest, David worked five years at Mars Hill Academy, a Classical and Christian school located in Mason, where he taught a variety of classes and served in the administration. David earned his CFP® Certification in 2015.

David and his wife have three children and live in Sharonville. He loves spending time with his family and enjoys camping, hiking, and traveling. David is also active in his church and serves in a mentorship program for young boys.

Back2Back Ministries, Pathfinders Mentorship Program



Too Much Reading for you?
Watch Our Video
×
SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000