David Durham is a Financial Planner and Fiduciary Partner who helps individuals and couples transition from building wealth to confidently living off it in retirement. As people move through their careers, the focus is often on accumulating wealth and maximizing growth. As retirement approaches, the strategy shifts toward turning savings into dependable, sustainable, diversified income plans designed to last a lifetime.

David brings a unique perspective to investing and financial planning shaped by his diverse background. His career spans entrepreneurship, real estate, and supporting Venture Capital and Private Equity firms. This experience shaped his practical, real-world and unique approach to financial planning—with expertise beyond traditional stocks and bonds.

David is proud to have built a highly responsive, high-touch practice with a personal approach to comprehensive financial planning that seeks to build and safeguard his clients’ retirement nest eggs while creating long-term financial security and peace of mind.

By collaborating with internal and external subject matter experts—including CPAs, estate planning attorneys, and other professionals—David delivers an integrated approach that enhances the client experience and supports every aspect of retirement planning.

As an author, David released his latest book in 2025, Resilient Retirement: Framework to Maximize Your Social Security. When he’s out of the office, you’ll probably find him practicing magic tricks, working on ministry efforts, playing golf or tennis, taking yet another cruise, or honing his billiards skills.