MEET David
INDUSTRY INSIGHTS
Market Bulletin
Access weekly reviews of financial markets.
Retirement Planning
Staying on Track with Your Retirement Investments
Education Planning
529 Plans: The Ins and Outs of Contributions and WithdrawalsAbout World
World Investment Advisors is a leading financial services firm committed to providing real results. Form trusted relationships with experienced professionals who offer a deep bench of comprehensive wealth management solutions.
Wealth Planning & Investment Management
Personalized financial planning, portfolio design, investment strategy, and performance management.
Tax & Estate Planning
Risk management and estate planning to align your wealth with your financial plan, goals and legacy.
Retirement Plan Solutions
Customized retirement plan design, administration, and participant education.
Business Protection & Benefits
Personalized financial planning, portfolio design, investment strategy, and performance management.
Private Client Services
Exclusive strategies for complex financial needs, from multi-generational wealth to charitable foundations.
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David Vaughan
Managing Director