With Hearthwell, you gain the peace of mind that comes from knowing your financial house is built for every season of life.
–David Giegel, Founder
Behind every financial plan is a family’s story, dreams, and future. Because too many families are navigating complex financial decisions without proper guidance, Hearthwell bridges the gap. We bring clarity where there’s complexity, and guidance where there’s uncertainty, and offer the kind of thorough, family-focused planning that helps families not just accumulate wealth, but achieve the life they envision for themselves, their loved ones—and their legacy.
David Giegel, Founder of Hearthwell Financial, spent more than two decades in the telecom industry, leading large teams and overseeing billion-dollar operations. The career was rewarding, but it came with long hours, constant travel, and little time for the people who mattered most.
In 2019, he made a deliberate choice: to step away from corporate advancement and step into a life centered on family. That decision didn’t just change his path—it clarified his purpose.
Today, as the founder of Hearthwell Financial, David brings that same discipline and leadership to wealth planning, but with a personal understanding of what really matters in life. He listens deeply, builds intentional strategies, and treats every client relationship as an honor.
Our Mission:
To guide families toward true wealth-being—where financial security and life’s most meaningful goals come together.
We don’t just manage your money—we create comprehensive plans that protect your family’s dreams and goals through every season of life. With thorough planning, we create stability for whatever life brings.
360-Degree Approach
We examine every angle of your financial life to get the complete picture—insurance, retirement, short-term goals, family protection—and how they all work together.
“What If?” Planning
We don’t just plan for the ideal future—we also consider the unexpected. By testing your plan against life’s uncertainties and exploring protective strategies, we help you feel more prepared and confident no matter what comes your way.
Invested in Your Success
As an independent advisor who chose family over the corporate wheel, we bring a personal understanding of what truly matters in life—and design financial strategies that support those priorities.
At Hearthwell, our services are built around one simple promise: to protect what matters most. From managing investments to planning your estate, guiding your business, or preparing for life’s uncertainties, we bring clarity and care to every decision. Our goal is to help your family feel confident, supported, and ready for whatever the future holds.
Estate planning is about more than passing on assets—it’s about protecting the people and values you care about most. We can help review and coordinate with your attorney to help provide clarity, reduce stress, and ensure your legacy continues with confidence for generations to come.
Our approach goes beyond numbers on a statement. We design investment strategies that reflect your goals, values, and the life you want for your family. With thoughtful guidance and ongoing care, we help your wealth grow in a way that supports stability today— and possibility for the future.
Life is full of surprises—some welcome, some not. Our risk management strategies are designed to safeguard your family’s wealth-being and financial security, so you can face the unexpected with greater confidence and peace of mind.
Behind every business is a vision—and often a family depending on it. We partner with business owners to navigate challenges, uncover opportunities, and create strategies that support both the company’s growth and the family’s financial future.
True financial planning requires more than balancing the numbers—which is why we work to align your resources with your dreams. We create personalized plans that bring clarity and direction, helping your family feel secure today while building toward the future you envision.
We believe that true wealth-being comes from comprehensive planning, not just investment returns.
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Understand Your Personal and Financial Circumstances
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Identify and Select Goals
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Analyze Your Current Course of Action
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Develop Financial Recommendations
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Present Your Financial Plan
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Implement Your Financial Plan
We listen with heart and take our time to understand before offering solutions, because your family’s future is too important to rush.
We communicate clearly and concisely because financial decisions are complicated enough without confusing jargon or unclear explanations.
We deliver practical solutions because real families need approaches that work in the real world, not theoretical perfection.
We stay informed and current because our deep knowledge of regulations, markets, and strategies protects and serves our clients’ best interests.
We keep things uncomplicated because the best financial plans are comprehensive but not complex—thorough but understandable.
We work tirelessly for our clients because protecting your family’s future requires diligence, attention to detail, and going the extra mile when it matters most.