I help high-earning professionals and entrepreneurs build, protect, and transition generational wealth — with a clear plan, not guesswork.
No sales pressure · 45-min call · Fee-only fiduciary
We map your complete financial picture — assets, liabilities, cash flow, taxes, and goals — before we touch a single investment.
A personalised wealth plan covering investment strategy, tax optimisation, insurance, estate planning, and retirement income.
We implement with institutional-grade investment vehicles, tax-loss harvesting, and ongoing rebalancing — all with full transparency.
Quarterly reviews, life event planning, and proactive adjustments keep your plan aligned as your life and markets evolve.
I work with a focused group of clients — never more than 80 families — so every engagement gets the attention it deserves.
Full-service ongoing advisory covering all aspects of your financial life: investment management, tax planning, estate strategy, insurance review, and retirement income optimisation.
Evidence-based portfolio construction using low-cost institutional funds, systematic rebalancing, and tax-aware transitions from existing holdings.
RSU/stock option strategies, deferred compensation optimisation, and concentration risk management for senior executives and founders.
Retirement income sequencing, Social Security optimisation, healthcare coverage strategy, and withdrawal rate analysis to make your numbers work for life.
At 28, I watched my parents lose a third of their retirement savings to a commission-driven broker who put them in products that paid him, not them. That experience made me obsessed with building a different kind of advisory practice — one where the advisor's interests are fully aligned with the client's.
I've been a fee-only fiduciary ever since. I don't sell products. I don't earn referral fees. My only income is a transparent, flat advisory fee — and my only job is making your financial life better.
"David saved us over $60,000 in taxes in our first year. More importantly, we finally have a plan we actually understand and believe in."
"After my company exit, I was paralysed by the complexity. David cut through it, helped me make smart decisions quickly, and set us up for the next chapter."
"Three advisors in 15 years before David. None of them ever felt like they were actually on my side. He does. The results speak for themselves."
Past results are not indicative of future performance. All investment advisory services are provided by Okafor Wealth Advisors LLC, an SEC-registered investment advisor. Registration does not imply endorsement or a particular skill level. Please read our ADV Part 2 before engaging services.