Buckingham Stories: David Ressner, Wealth Advisor
As an advisor, David Ressner is an idealist. He learned that early in his career when working for what he calls the “dark side” of the business, the side where a client’s best interest isn’t always the advisor’s first interest. In his gut, he knew there had to be a better way.
Dave sought out the light by starting his own firm so he could work for his clients and not commissions. He was then drawn to Buckingham because of its likeminded approach toward clients, who know the firm, as a fiduciary, must legally do what is best for them. Its investment strategy, which is built on patience and prudence, is in fact the one he uses for his family.
Simply, Dave strives to enrich his clients’ lives. Financially, that means helping minimize their taxes, protecting their wealth and preventing them from jeopardizing their financial security. Personally, that means giving them the freedom to pursue their passions and enjoy their lives. Ideally, that means doing what’s best for them.
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