Purposeful Planning, Meaningful Results

Established in 2013, we came together to build
AVID Planning with a passion for people and
getting to know them beyond their wealth.

We focus on the “why” behind your goals, not just the “what.” We work as a team to help build your wealth with a program tailored to your unique situation and relationship with money.

But that’s just the beginning…

We’re not just going to give you a plan and send you on your way. We’ll continue to collaborate with you to ensure the recommended steps achieve the results you want.


Meet Your Stellar Team

  • David Harpool, AAMS

    Planner
  • Jack Arnold, CFP

    Planner

Frequently Asked Questions

What are your qualifications and credentials?

With over 10-15 years of experience each, we bring a wealth of knowledge to our clients. David graduated from the University of Akron with a degree in finance and holds the Accredited Asset Management Specialist designation, while Jack earned his economics degree from Florida State University and is a CERTIFIED FINANCIAL PLANNER™ professional.

What is your approach to financial planning?

We use a discovery process to help you clarify your priorities and aspirations. From there, we work together to build and implement a plan tailored to your life.

What types of clients do you typically work with?

Our clients include: 


  • Gen X and Gen Y individuals who want to maximize their current income and build lasting wealth.
  • Like-minded people focused on improving their personal lives and financial futures by creating smart money habits.

I don’t have a lot of money to invest. Can you still help me?

Yes! We specialize in working with successful Gen X and Gen Y professionals to build long-term wealth.

How do I pay for your services?

We charge an initial fee for our service, which can be paid by eCheck, credit or debit card. Investment management fees are charged at the household level, quarterly and in advance.

Will I only work with one advisor?

AVID uses a team approach to working with clients. You will have a lead advisor, as well as a support advisor.

Do others stand to gain from the financial advice you offer?

We are solely compensated by our clients. While we maintain relationships with other trusted professionals, no compensation is exchanged, except for occasional service discounts offered for our clients.