David Singer
Partner at
TBH Advisors
Years of Experience
16 years
Number of Clients
45
Average Client Size
$1,250,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
I prioritize my clients financial well-being above all else, providing personalized, transparent strategies that not only protect their wealth but actively work to grow it—ensuring every decision is tailored to my clients unique goals.
Clientele
Most of my clients are established professionals aged 35-65—including business owners, executives, and entrepreneurs—who are dedicated to building and preserving wealth. They prioritize solid retirement plans and efficient tax strategies, yet often face challenges balancing risk with reward while managing increasingly complex financial situations.
Services Provided
Tax Planning
Investment Management
Financial Planning
Specialties and Expertise
Pricing Models
Education
University of Dayton
Bachelor in General Studies w/ Economics concentration
Obtained in 2008
Advisor Links
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