WDW Financial

Wildly personalized
financial planning

for mid-career families who want to retire with confidence

You deserve a team that cares as deeply about your future as you do.

When it comes to your hard-earned money, it’s important to have a hyper-dedicated team that is seriously engaged in your financial future. For over 50 years, WDW has been guiding clients in building, protecting, and preserving wealth through a personalized approach that truly works. 

Our Clients

Who We Serve

Individuals & Families

WDW wants to partner with you to help formulate your goals and then help hold you accountable to the necessary steps to get there. We want to help you organize and simplify your financial life and proactively plan for your family’s future. 

Companies

Corporate retirement plans often get pushed aside for more urgent items on the to-do list. WDW can help business owners and companies understand the responsibility of having a corporate retirement plan and then design, implement and manage all aspects of the plan.

Questions We Answer

Leadership

Meet Our Partners

Michael H. Westbrooks

Partner

David J. Dugger, CPA, CFP®

Partner

Stephen I. Falk, CFP®

Partner

 
 

Daniel Malone, CFP®

Partner

 
 

Let's have a conversation

If you think WDW Financial might be the right fit for you, reach out and our team would be happy to discuss next steps.

Testimonials

Hear it from our clients first.

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