Co-Founder and CEO
AIF®, CPFA®, CMT®, C(k)P®, CPWA®
The financial industry, unlike other professions, doesn’t require any particular training or standard certification to ‘hang out a shingle’. I believe it’s important to demonstrate competency and proficiency. We continuously strive to broaden our knowledge in order to stand out from the crowd and improve the outcomes for our clients.
When business owners seek clarity around business valuation and confidence that their hard work and personal goals are aligned, they seek out Dave Clayman. Many business owners experience frustration with the lack of coordination between their advisors and are often far too busy to handle things themselves.
Working with Dave, clients experience collaboration with a professional who shares a similar experience; enabling them to chart a path to freedom – whatever that may mean to them. For some, it’s less time in the office and more time with family, for others, it’s expanding their business into new ventures. Still others seek to reduce the stress of uncertainty. Whatever their particular freedom, each client knows that Dave will challenge and support them in realizing their life’s work consistent with their values. While most advisors are only focused on the numbers contained within a financial statement, Dave augments this focus to include envisioning what is necessary to fully realize a life of significance.
"Don’t get so busy making a living that you forget to make a life.” – Dolly Parton
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