David Wilder

CFP®, AIF®
Managing Partner, Wealth Advisor

Meet David

David Wilder is a Managing Partner, Wealth Advisor based in Cincinnati, Ohio with 35 years of experience in the field.

Dave is Managing Partner and Wealth Advisor at Carson Wealth, where he leads the investment management team and helps guide clients with a focus on disciplined, transparent, and family-centric solutions. He oversees the firm’s investment strategy and provides guidance that balances proactive listening, education, and personalized advice to support clients’ personal and business financial decisions.

Known for his thoughtful approach and commitment to client success, Dave works closely with clients to help ensure their financial strategies are aligned with their goals while fostering long-term relationships built on trust and transparency.

Outside of the office, Dave enjoys time with his three children and is an avid outdoor enthusiast, spending time playing tennis, skiing, SCUBA diving, hiking, and running. He also finds great satisfaction in volunteering and has participated in mission trips with his family to Nicaragua and Haiti.

David Wilder is not affiliated with Cetera Wealth Services LLC, Member FINRA/SIPC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is in no way related to Cetera Wealth Services LLC or its registered representatives.

I am a great believer in luck, and I find the harder I work, the more I have of it.
Thomas Jefferson

Qualifications

Icon/Paid Volunteer Day Created with Sketch. Experience
  • 35 years financial industry experience
  • 10 years with Carson Wealth
Education
  • BS Villanova University
  • MS Villanova University
2. Icon / 2. Decorative / Product / Fee Trades Copy Certifications
  • CFP®
  • AIF®
I am a great believer in luck, and I find the harder I work, the more I have of it.
Thomas Jefferson

Carson Wealth

4665 Cornell Rd Suite 160
Cincinnati, OH 45241
(513) 984-6696

Areas of Focus

  • Pointer Image College Planning
  • Pointer Image Private Client
  • Pointer Image Trust & Estate Advisor Services