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David A. Pickler, Esq., CFP®, ChFC®, CDFA®

President and CEO

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David A. Pickler, Esq., CFP®, ChFC®, CDFA®

President and CEO

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Wesley Callahan

Vice President

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THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

BULLTALK MARKET CALLS

BULLTALK MARKET CALLS

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

BULL TALK MARKET CALLS

BULL TALK MARKET CALLS

David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.

David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.

Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.

Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.

OUR COMMITMENT TO CLIENT SERVICE

OUR COMMITMENT TO CLIENT SERVICE

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Practice Management: How to Optimize, Be Efficient, and Capitalize on Opportunities

David Pickler
Jun 11
1 min read

Hear how top advisors are rethinking practice management with smarter technology, dynamic planning, and scalable systems that free up more time for personalized advice.

This video discussion was originally published on InvestmentNews on June 10, 2026.

In this InvestmentNews interview, David Pickler, CEO of Pickler Wealth Advisors, and Stan Gregor, CEO of Summit Financial discuss how advisors can build more agile, efficient practices in a fast-changing wealth management landscape. They explore how AI, automation, deeper planning, and stronger multigenerational relationships can help firms unlock growth and deliver greater client value.

https://www.youtube.com/watch?v=ED9hPT_ZbFw

Source & Original Publication

InvestmentNews TV: "Practice Management: How to Optimize, Be Efficient, and Capitalize on Opportunities"

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