80/20 Wealth Management is a Registered Investment Advisor firm located in Louisville, Kentucky. Our mission is to make expert financial advice accessible to everyone.
As an independent, fee-only financial planner and registered investment advisor, our fiduciary responsibility is strictly and solely to the client. That means our greatest responsibility is to always act in the client’s best interest and to provide personalized plans specific for your goals and needs.
We’re a member firm of the Garrett Planning Network. We don’t require a minimum level of income or investable assets and we earn 100% of our compensation from our clients. We don’t sell insurance, annuities or financial products of any kind, just our time and expertise.
David Dudding's background and experience
David founded 80/20 Wealth Management, LLC by combining his passion to help individuals with his 30 years of experience as a Finance Leader, including 18 years as a Chief Financial Officer. David has served as a retirement plan fiduciary and has counseled 100’s of employees on maximizing the benefits of their 401-k and 403-b retirement plans. He holds a Bachelors in Business Administration from the University of Kentucky and a Master’s in Business Administration from Bellarmine University. David is a licensed CPA and a Chartered Retirement Planning Counselor®.
In his spare time, David and his wife of 29 years, Lynn enjoy traveling and spending time with their friends and family.