About David Michael Mares
Retirement Income Specialist, Financial Strategist, and Trusted Advisor Helping High Earners Protect Everything They’ve Worked So Hard to Build
David is not the kind of advisor who hands you a folder and sends you on your way. With over 20 years of experience, he works closely with high-income earners, pre-retirees, and business owners to build retirement income strategies that reduce tax, protect what they’ve built, and actually make sense for their life — not just their portfolio.
Building Untaxable Retirement Income Strategies
David Michael Mares has spent over 20 years doing one thing with everything he has: helping people keep more of the money they worked so hard to earn. He specialises in untaxable retirement income planning, helping clients reduce unnecessary tax, protect their wealth, and create reliable income for the future. At its core, this work is about making sure that the life you’ve built and the wealth you’ve created doesn’t quietly disappear in taxes before you ever get to enjoy it.
David takes the time to understand where you are, where you want to go, and what may be standing in the way. Then he builds something real — something personal, practical, and designed to actually work for you. He does not believe in cookie-cutter plans or confusing financial language. He believes in clarity, simplicity, and helping people feel like they finally have a handle on their financial future.
Guiding Clients With Compassion and Honesty
David Michael Mares became a financial advisor because he knows what it feels like to not have the right guidance at the right time — and he never wants that for the people he works with. Many of his clients come to him unsure if they’re making the right decisions or concerned they may be paying more tax than necessary. David helps bring clarity to those situations.
He has a gift for making complex financial decisions feel simple and manageable. He listens more than he talks, asks the questions that actually matter, and never makes people feel overwhelmed or judged. When needed, he brings in trusted specialists — including estate planning professionals and CPAs — to ensure every part of a client’s financial life is working together the way it should.
David Michael Mares' Story
David Michael Mares grew up watching his family struggle with something that had nothing to do with how hard they worked. They were good people. They worked hard. But without access to the right financial knowledge and guidance, too many opportunities slipped through the cracks.
That experience became the foundation for everything that followed. Over the past 20 years, David has dedicated himself to becoming the kind of advisor his family never had — someone who provides clarity, honest guidance, and strategies that truly make a difference. Today, he brings that same level of care into every client relationship. Not because it is expected, but because he genuinely believes that people deserve to feel understood, supported, and confident about their future.
