Four Ponds Investing combines digital efficiency with a personal touch to increase the odds you will enjoy a successful investment experience. The platform is designed for those looking to delegate oversight of their portfolios at a lower-than-usual cost without sacrificing the involvement of a trusted, personal advisor.
David McPherson, CFP®
David McPherson, CFP®, founder of Four Ponds Financial Planning LLC, created the Four Ponds Investing platform to help financial planning clients implement investment recommendations and serve prospective clients who might be seeking guidance for the first time.
We're not an algorithm
The big difference between Four Ponds Investing and online-only investment platforms is that investment changes are implemented by a real person and not by an algorithm.