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I'VE SPENT 30 YEARS BUILDING FINANCIAL INDEPENDENCE.

NOW I'M HERE TO HELP YOU DO THE SAME.

I spent 30 years building and refining my approach - investing for nearly 30 years, leading teams at Google for 15 years, operating a 40+ rental unit portfolio and founding multiple companies.

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Financial independence isn't luck. It requires a plan, and I'm here to help you create that plan.

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As a fee-only fiduciary, I earn no commissions and I'm legally required to act in your best interest - not mine. I provide honest advice to help you achieve your goals, with no hidden agenda.

Dave Moerlein
dave moerlein, founder
FEE - ONLY | FIDUCIARY
BASED IN CINCINNATI, OH - SERVING CLIENTS NATIONWIDE

BELAY FINANCE

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Fee-only financial advice built on 30 years of real-world investing experience.

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  • Fee-only. No commissions.

  • Fiduciary standard

  • Series 65 licensed

  • CRD 334807

GET IN TOUCH​

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Email

dave@belayfinance.com

 

Location

Cincinnati, OH

Serving clients nationwide.​

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NOT SURE WHERE TO START?

Schedule a no obligation free call.

​​The information provided on this website is for general informational purposes only, and does not constitute financial advice. Any financial models and tools provided on this website are for illustrative purposes only, and should not be relied upon as a basis for making investment decisions. The accuracy of these models and tools is not guaranteed, and the results may vary depending on the assumptions used. This website may contain links to third-party websites or content. We do not endorse or make any representations about the accuracy or completeness of any third-party content. This website may contain forward-looking statements, such as projections or forecasts. These statements are based on current expectations and assumptions, and are subject to risks and uncertainties that could cause actual results to differ materially. Investing in securities involves risks, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, you should carefully consider your investment objectives, risk tolerance, and financial situation. Consult with a qualified financial advisor before making any investment decisions. Check the background of your financial professional on FINRA's BrokerCheck.

 

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