About Us

LW Advisors is an independent wealth management and advisory boutique providing financial planning and investment services for individuals and businesses.


We believe a comprehensive financial plan and well-managed investment strategy provides confidence, clarity and ultimately contributes to one’s well-being.

  • Financial Planning
  • Investment Advisory
  • Portfolio Management

Our clients are experienced investors, individuals and business owners who wish to have an objective advisory team dedicated to helping them meet their financial goals.

We can help you with
Wealth Accumulation
  • 401(K) Rollovers
  • Traditional & Roth IRAs
  • Business Solutions: Simple IRA, SEP, 401(k), 403b
Retirement Income Planning
  • Asset Allocation Analysis
  • Social Security Analysis
  • Investment Evaluation & Portfolio Management
Wealth Management
  • Taxation Evaluation & Minimization
  • Estate Planning
  • Charitable Giving
Risk Management
  • Life Insurance &  Insurance Coordination
  • Disability Insurance
  • Long Term Care Planning
Our Services

Helping you enjoy the ride.

Financial Planning

Creating and managing your financial plan provides the confidence and clarity for meeting your goals.

Investment Management

We go beyond traditional asset allocation models to seek out diversification* and opportunity

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss.

LW Advisors

Your personal financial advisors.

With over twenty-five years’ of professional experience in financial planning and investment management our expertise is highly valued.

David Cunningham, CFP®

David Cunningham, CFP®

Founder and CEO

Am I on track to meet my goals?

To who, how and when will I sell my business? Is it worth anything?

Am I paying too much in taxes?

Are my investments performing the way they should?

How am I going to pay for college?

I’d like to pass my estate to my kids and community.