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DIWY Financial Planning

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Los Angeles
CRD Number 335615
Website diwyfp.com
Client types

Overview

DIWY Financial Planning is an independent, advice-only Registered Investment Adviser founded in 2025 by Al Faber, CFP®, ChFC®, CLU®, following two decades in finance roles at JPMorgan Chase, Morgan Stanley, Bloomberg, and HSBC. Operating under the tagline "Plan for yourself—not by yourself," the firm serves clients with net worth below $5 million who prefer a collaborative, hands-on planning relationship, including early-career professionals, first-generation wealth builders, those navigating major life events, and pre-retirees or FIRE-oriented savers. The firm charges flat, hourly fees rather than asset-based fees and operates on a fiduciary basis.

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Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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