David Dwyer has been in the financial planning industry since 2005 and has spent more than two decades helping people make thoughtful, informed decisions with their money. He has been a CERTIFIED FINANCIAL PLANNER® professional for nearly ten years.

David joined Legacy Financial Strategies in 2017 and is proud to be part of a fee only firm committed to objective advice and long-term client relationships. David is a member of the National Association of Personal Financial Advisors (NAPFA), reinforcing his commitment to client first, fiduciary focused advice.

His work is primarily focused on corporate executives who face complex compensation and tax decisions, including equity compensation, deferred compensation plans, and concentrated stock positions. David enjoys working through the details and helping clients understand how individual financial decisions impact their broader tax and planning picture.

In addition to his executive work, David works closely with families, retirees, and members of the LGBTQ community. His approach is practical, direct, and planning driven, with an emphasis on coordination across investments, taxes, retirement planning, and long-term goals.

Outside of work, David’s priorities are simple. Family and friends matter most. His wife and children are the most important people in his world, and much of his free time is spent coaching and watching his daughter and son play sports. He also enjoys traveling, playing golf, and spending time with people he cares about.

Certifications & Licenses: CERTIFIED FINANCIAL PLANNER^®, AAMS^® (Accredited Asset Management Specialist), APMA^® (Accredited Portfolio Management Advisor), CRPC^® (Chartered Retirement Planning Counselor), Series 66 Securities License