David Wolfe Promoted to Partner

We’re excited to share David Wolfe has been named Partner at Acumen Wealth Advisors!

David is one of those leaders everyone hopes to work with: steady, thoughtful, humble, incredibly smart, and always quick with humor that lifts people. He leads by example, is very insightful, and brings out the best in the people around him.

As our Chief Financial Officer and Business Strategist, David advises clients on complex tax and business matters, valuation analysis, and long-term planning. He also helps guide our firm’s strategic planning and serves on our Portfolio Management Committee, shaping investment decisions for our clients.

David is a CPA, Certified Valuation Analyst, and holds the Series 65 license. His career spans public accounting, valuation work across the country, and strategic consulting for business owners navigating growth, transactions, and difficult decisions. He is also deeply engaged in the community, serving on several nonprofit boards and mentoring local startups.

We are incredibly grateful for David’s leadership, integrity, and commitment to our clients and our team, and we are thrilled to welcome him as Partner!