Consistently Outperforming the Market
I have my retirement account with the firm which consistently outperforms the market. ~ Chuck Katz from Law Offices of Charles S Katz, Jr. ~
David A. Kring, CFP®, is the owner of Conestoga Wealth Management, an independent fiduciary financial planning firm based in Exton, Pennsylvania. Conestoga offers flexible financial planning solutions, including a convenient monthly subscription service with a dynamic, real-time plan tailored to your future.
As a CERTIFIED FINANCIAL PLANNER™ Professional, David serves as a trusted personal CFO for families, small businesses, or both. He specializes in comprehensive financial planning, covering portfolio management, estate planning, retirement strategies, and insurance solutions (life, health, disability, and long-term care). Leveraging Nobel Prize-winning research, David structures long-term investment strategies designed to meet your unique goals.
David also supports small business owners by optimizing retirement plans, designing group benefits, and developing tax-efficient strategies to help high-income businesses save for the future.
Learn more or start your financial journey today at ConestogaPlanning.com.
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I have my retirement account with the firm which consistently outperforms the market. ~ Chuck Katz from Law Offices of Charles S Katz, Jr. ~