Our Mission: To guide families toward true wealth-being—where financial security and life’s most meaningful goals come together.
As Founder of Hearthwell Financial, David partners with families to bring clarity and confidence to their financial lives. He began his financial services career in 2018 after a successful 20+ year tenure as a senior executive in the telecommunications industry, where he led large teams and oversaw billion-dollar operations.
David holds a Bachelor of Science from the University of South Florida and an Executive MBA from Auburn University. He also maintains his CRPC designation, underscoring his commitment to helping clients navigate retirement planning with confidence and clarity. With nearly 30 years of professional experience, he brings both business discipline and a personal passion for helping families align their wealth with their well-being.
Outside of work, David enjoys spending time with his family, traveling, and staying active in the Birmingham community. He values replacing a client’s uncertainty about their financial future with the assurance of a personalized plan—one designed to reflect their goals, values, and vision for the future.
David Giegel, Founder, CRPC
Well-Grounded in Your Wealth-Being
Hearthwell is committed to all the possibilities that plan, protect and grow your wealth and security.
We take time to truly understand your unique situation before offering solutions. We treat every relationship as a true partnership.
Everything we do centers on protecting and providing for the people who matter most—by helping you make decisions that honor your family commitments and legacy goals.
We bring a wealth of knowledge without ego. No rushed recommendations or one-size-fits-all approaches—just thoughtful planning that reflects your specific needs and timeline.
Planning protects what matters most. Financial security should give you more choices, not fewer—enabling you and your family to live life to the fullest.
Partners in
Your Success
At Hearthwell Financial, we understand that achieving your financial goals requires more than just expert guidance—it requires strong partnerships with trusted leaders in the industry. We work with top-tier industry partners who help us support you in your wealth journey.
On a daily basis, Hearthwell Financial works hand-in-hand with Little Rock, Arkansas’s Sowell Management. Founded in 2001 on the principles of fee-based fiduciary investing, Sowell Management meets advisors where they are and takes them where they want to go by providing a transformative platform of services and solutions to give independent advisors vision, voice and value. Behind the scenes, Sowell Management provides Hearthwell Financial with back-office services, leading technology and support and portfolio management. Because of its diversity of services and nationwide client base, Hearthwell Financial has a solid and trusted partner. Learn more about Sowell.
PM, Sr. Director Portfolio Strategist
PM, Sr. Director Investment Consulting
President
Managing Director of Operations
SVP Marketing
Senior Solutions & Onboarding Consultant
Solutions Consultant & Transition Specialist
Hearthwell Financial is proud to work with Fidelity & Schwab – two of the largest providers of financial services in the nation, which enables us to offer the products, services and investments that can go a long way toward helping you meet your goals. Our partnership provides you with access to your funds at any time, with a simple sign-in from your computer or phone.