David Labourdette

Every day I strive to do for my client’s family’s what I do for my own, with thorough, tailored advice and well-designed investment plans.

As a financial advisor who holds the designation of a Chartered Retirement Planning Counselor (CRPC®), I’m more than just a numbers-and-markets guy, I’m also actively listening to my clients, helping them think through critical questions as a family, and then aligning their finances with their unique values and goals. I freely get input from your other important advisors: your accountants, and lawyers. Saving time and working to make more efficient plans. I pledge to my clients that their portfolios will be thoughtfully constructed towards their individual circumstances and preferences, that they will be reviewed with them and changed as life happens, that our team will be reaching out to them as needed, and most importantly, that my advice will be open and honest – to do for you and yours what I would do for my own. Personally, I am a native of Skaneateles, New York, who grew up playing hockey and football – go Lakers! I spent most of my young adult life traveling to Haiti, North Africa, and China as a missionary, lending a helping hand wherever I could. After coming back stateside I worked for a trucking company in South Texas, and then a technology company in Seattle. For the last several years, I have been living out a childhood dream of working alongside my father, getting to assist and advise other families, similar to yours. My wife and I are active members of our church, Grace Chapel, in Skaneateles. We, with our two sons under the age of 3, as well as our dog Mac, a miniature Australian Shepherd, are happy to call the Finger Lakes region of upstate New York home. I look forward to meeting you and your family soon.