Financial Planning Should Make Life Clearer, Not More Complicated.
We combine thoughtful planning, investment guidance, technology, and real relationships to help you make confident decisions about your money and your life.
Built From Experience. Brought Together by a Shared Vision.
David Lundberg had built an independent financial planning firm focused on retirement and tax-aware planning. Jesse Andrews had spent years building his own financial-services company and the systems behind it. Their paths were different, but they saw the same opportunity: financial planning could be more transparent, more coordinated, and more connected to the life people actually want to live. So they combined their experience to build a different kind of firm. That shared vision became Wisepath Wealth.
Clear, Upfront Pricing
We believe clients should understand what their planning relationship costs before they begin.
Planning Built Around Your Life
Retirement, taxes, investments, healthcare, and estate decisions should work together around the life you actually want to live.
The People and Life Behind Wisepath
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Family
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Travel
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Outdoors
For David, whole-person planning also includes practices like yoga, meditation, and breathwork, which reinforce something equally valuable in financial planning: slowing down enough to see clearly before making important decisions.
The People Behind Wisepath
Meet Our Executive Team
Jennifer "Jenn" Schmitt joined David and Jesse as Chief Operating Officer, bringing extensive operations and organizational leadership experience. Together they lead the firm, and we collaborate with additional specialists when a client's needs call for it.
Meet David Lundberg +
David Lundberg is the Co-Founder and Managing Director of Wisepath Wealth, a flat-fee fiduciary RIA. He began his career at Charles Schwab in 2015 and later joined Merrill (Bank of America). He is a United States Marine Corps combat veteran (2005–2009) and holds an MBA, an MSCJ, a Certificate in Financial Planning, and the CLTC designation. He focuses on early retirement, tax-aware planning, and financial freedom strategy. David is also a Yoga Alliance Registered Yoga Teacher (RYT 200) and a Pranayama Breath Guide.
Meet Jesse Andrews +
Jesse Andrews is an entrepreneur, strategist, and financial professional with more than 15 years of experience across finance, estate planning, and data-driven business development. Over that time, he built several successful companies and established a large network of estate-planning attorneys. Each business was created to solve a different part of the same problem: traditional strategies that focus on accumulating assets without connecting them to the outcomes and legacy families actually want. A lifelong learner, Jesse brings that perspective to Wisepath Wealth, where he helps lead the firm's long-term strategy and growth.
Meet Jennifer Schmitt +
Jenn Schmitt brings more than 20 years of experience across recruiting, leadership, and business operations, including over 15 years in recruiting and talent acquisition. That background shaped how she approaches every role: not only asking whether something can be done, but whether it is the right fit for the people and the business behind it. At Wisepath Wealth, she applies that same thinking to the firm's operations, helping ensure the systems and processes behind our planning support a thoughtful, well-organized client experience.
Client Stories
Trust, earned over time.
These testimonials were provided by current clients. No compensation was provided, and there are no known conflicts of interest.
Your Money Is Part of Your Life. Your Plan Should Be Built That Way.
You don't need to have every answer before starting a conversation. Tell us where you are and what you hope the years ahead might look like. We'll start there.