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Phone:  610-871-3500
Email:   dbahnick@capital-planning.com 

David S. Bahnick

Wealth Advisor & Founding Partner

“We help you plan, prepare for and work toward an enjoyable retirement by doing the heavy lifting for you.”

How I can help you:
As one of my clients wisely said, "wealth is complicated”. I appreciate the pressure that comes with making some of life's biggest financial decisions, so I firstly spend time getting to know clients and their current financial situation. Then, myself and our team of specialists work to build a plan based on future goals and dreams.

My goal is to simplify the process and do the heavy lifting so our clients don't have to. We look for both potential crisis and opportunity in their portfolios and highlight them through our planning process. When we onboard a client, we are there to offer support through all "life events", as well as the twists and turns of the financial markets. All the while, we are focused on keeping clients on track to meet their financial goals.
What makes me knowledgeable:
I have learned a lot about communication and teamwork through the past 38 years in the business, 7 years of football, and 3 years in the Air Force. This experience has been anchored by a Bachelor's degree from Lehigh University, advanced degrees of CLU®, ChFC® and RICP®, and ongoing continuing education requirements. I have learned (and continue to learn) so much from my clients and colleagues in the business. Notably, the Bible has much to say about money and man's heart. Those messages may be my most valuable lessons of all.
Getting to know me:
My dad and his brothers built homes and I went to college for Business and Architecture, in order to become a builder and developer. I have spent the last 38 years building and developing a financial planning ensemble firm to serve our clients’ needs at a very high level. I have been blessed with great business partners and life partners. My wife Theresa and I have been married for 37 years. Everyone will tell you she is the better half, and I agree! Theresa and I enjoy spending time together at our home in Lehigh Valley, and at our condo in Florida. We enjoy biking, pickle ball, long walks, traveling, and time with friends and family in both Pennsylvania and Florida. Both of our amazing daughters are married to good men and our two grandsons are the focal points of every family gathering. Many of my friends and neighbors have become clients, and many of my clients have become friends.

Capital Planning has served clients for over 25 years.

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