Who We Are
Coordinated Wealth Management is an independent RIA. We are a a full service wealth management firm offering investment advising and financial planning. Additional consulting services include risk management, retirement and cash flow management, tax planning and estate planning. We are an approved advisor with Dimensional Fund Advisors (DFA) and provide all services on a flat retainer fee basis.
David Fesmire, Investment Advisor Representative
Coordinated Wealth Management’s David Fesmire is a down-to-earth, no-nonsense investment advisor who truly cares about his clients. He is an accomplished professional with broad-based experience in overall business, accounting, strategic planning and consulting. Both his experience and skill set provide Coordinated Wealth Management clients with solid investment planning and ongoing management. Born and raised in Middle Tennessee, David is a 1987 graduate of Middle Tennessee State University where he earned a Bachelor’s degree in Accounting. After graduation, David joined the Public Accounting firm of Harshman, Lewis & Associates in Nashville, Tennessee where he served as a CPA. In 1993, David co-founded the technical training company Ed Learning Systems, where he severed as CFO/COO. Under David’s leadership, Ed Learning Systems grew from one location and ten employees to five multi-state locations and 100 employees. In June of 2000, Ed Learning Systems sold to Sun Microsystems as a key acquisition for their Technical Training Division. After the sale, David worked as National Strategic Account Executive for the Sun Microsystems Technical Education Division. An entrepreneur at heart, David left Sun Microsystems in November 2001 to co-found Coverage Solutions Group, an insurance agency specializing in employee benefits. David’s extensive experience in strategic planning and execution made him a natural fit for investment advising. David currently lives in Hendersonville with his wife Jennifer and their four sons.