Dave Polstra, CPA, CFP®, CIMA®

Partner | Co-Founder | Wealth Advisor

Wealth Advice

Dave's more than 30 years of experience working with executives, widows and charitable organizations brings wisdom and insight that is unprecedented in the wealth management field.

Dave is the Co-Founder of Brightworth. A personal Wealth Advisor to high-net-worth families since 1981, Dave provides comprehensive financial and investment advice, specializing in retirement transition planning, executive compensation, estate planning and charitable planning. He is a well-known speaker at national conferences, where he teaches retirement plan distribution and wealth transfer strategies to attorneys, CPAs and financial advisors.

Dave completed the Investment Management Consultants Association's Investment Management Analyst program at the Wharton School of Business at the University of Pennsylvania and is a Certified Investment Management AnalystSM. He is also a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ practitioner, and is a member of the fee-only National Association of Personal Financial Advisors (NAPFA) and the Georgia Society of Certified Public Accountants. He earned his Bachelor of Business Administration in accounting from the University of Texas at Austin, graduating Cum Laude.

Dave has served on the advisory board of the Journal of Retirement Planning and has taught corporate retirement planning workshops for some of America's largest corporations. Dave received the 2004 HONORS Award for lifetime achievement and contribution to the financial planning industry from the Financial Planning Association of Georgia. Dave currently serves on the boards of the Atlanta Estate Planning Council and Eagle Ranch Children's Home. He is also a member of United Way's Alexis de Tocqueville Society and Ivan Allen Circle. Dave is the past chairman of the board of Eagle Ranch Children’s Home and the Eagle Ranch Foundation. He currently serves as chairman of the board for Medical Missions Ministries (MMM), an organization that provides free medical care to the poor living in rural Guatemala. In 2011, Dave received the Global Community Impact Award from Invest in Others Charitable Foundation for his work with MMM.

Dave has been quoted in numerous publications including Atlanta Journal-Constitution, CBS MarketWatch, Financial Planning, Forbes, Fortune, Investment Advisor, Money Magazine and The Wall Street Journal. He has received numerous accolades including being named as one of the Top 250 Financial Advisors in America by Worth magazine, Top 100 Financial Planners by Mutual Funds magazine, one of the Top Financial Advisors in the U.S. by Reuters AdvicePoint and a Five Star Wealth Manager by Atlanta magazine. He has also been named in the Who’s Who in Banking and Financing by Atlanta Business Chronicle*.

Dave and his wife, Betsy, have three adult children and are active members of Perimeter Church in Johns Creek. His hobbies include jogging, waterskiing, wake surfing and vineyard cultivation.

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Authored Content

Wedding Paradigms

Over the past 3 years my wife, Betsy, and I have had the joy of seeing two of our three children get married. Our youngest daughter just got married last month.

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Let Them Paddle Their Own Canoe

When my son returned home from his first year of college in May of 2009, he announced to my wife, Betsy, and me that he was “burned out and going to take a break from school.” As I contemplated my response, several thoughts raced through my mind. “What are you talking about, son?

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The Canoe - Part 2

In the Fall 2010 Views, I wrote an article called Let Them Paddle Their Own Canoe. The article described the frustrations that my wife, Betsy, and I were experiencing with our son and our opinion that he was mismanaging both his life and his finances.

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