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David M. Dalton, JD, MBA, CFP®

David M. Dalton, JD, MBA, CFP®


Dave Dalton has been an independent financial advisor for over thirty years. He has the professional credentials that well informed clients are looking for in an advisor.

As a CERTIFIED FINANCIAL PLANNER™ Professional, or CFP®, Dave completed a rigorous course of study and successfully passed a two day comprehensive examination. To maintain his certification, he attends continuing education programs and adheres to a strict code of professional ethics.

Dave’s legal experience is an added benefit to his clients. He is a member of the Ohio State Bar Association (Estate Planning, Trust and Probate Law Section), Butler County Bar Association and is past-president of the Dayton Association of Tax Professionals.

As an active member of The National Academy of Elder Law Attorneys, Dave also works hard to stay current on the difficult issues facing his clients in the areas of estate planning, retirement planning, social security, and health related issues (Medicare/ Medicaid).

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