In having been recently laid of from a corporation after nearly 14 years tenure, I decided I would take a different direction in life and become a real estate investor. In setting up my business I consulted David for advice in establishing a business entity.  He has been a God-send for me in understanding the type of entity that best suited me in my business model and also assisting me in setting it up with the state.  I most appreciate the prompt and reliable communications each step of the way.  I found him easy to talk to and patient in his explanations to my questions on financial matters I wasn’t clear on.  I will readily recommend his services to others.

Eric S. Bastrop


David was consulted by my husband and I when we were starting a new business. He helped us understand what we needed financially, recommended a very competent accountant to manage our books, helps us walk through some of the key scenarios to be successfully, and finally helped us find our first client. He really went above and beyond, and we are grateful that not only is he our trusted financial advisor, he has become a great friend!

Curly H.

Austin, TX


David Disraeli is smart, hard working, and awesome at following through. Being new to the state, we weren’t sure what documents were necessary for estate planning. He made sure we each had a will and power of attorney . And he was VERY affordable and VERY quick. The delay was on our end because we had to get the documents notarized, with two witnesses, which was hard to do for us. He politely, yet diligently, followed up, again and again, until he personally went with us to a notary that would witness the signature and he also served as a witness. He double and triple checked each document was complete and correct, and then took the documents to scan into an electronic vault for safe keeping. I highly recommend David, he is awesome!

Larry R. Aubry TX


My family has trusted David for over 20 years to give sound advice about investments, wills, and other financial matters.  I highly recommend him for his ethical approach and advice.

Charles W., Austin, TX


I met David Disraeli through a mutual friend.  Although I am in the financial services business myself, I was referred because David is an expert in estate planning and I am not.  He also handles alternative investments which help offset the risk of owning stocks.  I could not be more pleased with the relationship and I would highly recommend him to others..


June 14, 2016

Al J.

David was very helpful in developing wills and Power of Attorney documents for my wife and I. We feel very confident that our family will have everything they need to fulfill our final request. Thanks David for all your help.

I have known David for over 5 years now and he has always exemplified quality professionalism and great depth of knowledge in the financial markets. He has extensive experience with investment management, asset allocation, financial and retirement planning, as well as estate planning. Moreover, he is highly ethical and a valued trusted advisor.

Greg M.David was contracted to update my parents’ will and estate planning. Everyone concerned was pleased with the final product, and I believe the analysis was thorough. There were a number of areas we might have overlooked had we not consulted with him.


Thank you David for the heads up on how to buy the least expensive term insurance.  It came back cheaper than you expected!

Skip F. 


Mr. Disraeli, who owns the site www.pcfo.net, completely changed my thinking about 401k plans and tax deferred investing. I never really thought about the fact that tax rates could be, and probably will be much higher when I go to withdraw money from these accounts. Now have started a pool of tax free cash I can draw upon regardless of what tax rates do.


I have used David Disraeli to update my estate plan.  He was thorough and highly knowledgeable.  He explained things well and caused me to think about issues that were important but never crossed my mind.  If it were not for David I may still not have an estate plan.

Laura C. Lewisville, TX


David let me know exactly what to expect if our loved one dies and what documents we will need to make things much easier afterward.  His advice really gave me peace of mind.

Ruth S. Highland Village TX


I am 23 years old and just inherited a fair amount of money. My dad suggested that I sit down with Mr. Disraeli and learn about investing instead of just asking him to handle the money. Now I have a very solid understanding of my investment options and things to think about for the future. Thank you David  

My husband and I have used David for years.  He is a true professional and is always patient.  We have used him for retirement planning and insurance.