About Us

• Wilson David Investment Advisors - your financial North Star - is an independent, fee-only, state-registered investment advisory firm. We offer a suite of services including wealth management, financial planning by Kathy Hauer, CFP, and several other specialized products geared toward financially empowering individuals and businesses. Kathy is also a tax specialist, preparing individual and business taxes. We deliver the personalized attention that comes with a firm that profoundly desires to help people reach their financial goals with as little worry as possible. You are an expert at what you do, and you make money doing it; we're experts at managing money. We can work together to help you keep and grow your hard-earned dollars.