David Ledbetter spent years chasing performance, first on the field, then in institutional finance. He built Remnant Wealth to put that rigor in service of a better question: what is your money actually for?
Schedule a Strategy SessionI chased performance for years. First on the field as a professional baseball player, then in institutional finance working with one of the world's largest investment firms. I was competitive, I was driven, and I was completely missing the point.
The breakthrough was simple. Technical excellence in investing is not the goal. It is the tool that creates freedom to focus on what you are actually here for. I have since built businesses from the ground up, navigated an exit, and brought M and A level experience from acquisition to disposition. Now I run Remnant Wealth with a different question at the center: what is the money actually for?
Families should not have to choose between values and competence. So we pair serious technical depth, rigorous research, disciplined portfolios, and the tax strategy most advisors skip, with a posture of stewardship for what that money is meant to do. Fee-only and fiduciary. No commissions, no product quotas, no conflicts hiding in the fine print.
We start with your life, not your portfolio. We bring institutional-grade frameworks to your family's wealth. We give you clarity on whether you have enough, backed by real numbers and stress tests. And we connect every strategy, tax, investments, retirement, estate, back to the life you are actually building.
We serve families and individuals from all backgrounds, and operate from clear principles: integrity, stewardship, and generational thinking. For clients who want their faith integrated into their planning, we welcome that. For those who simply want a transparent, principled advisor, that is exactly what you get. We are based in Carmel and work with clients nationwide.
Fee-only means our only compensation comes from our clients, never from commissions, product sales, or kickbacks. Fiduciary means we are legally required to put your interests ahead of our own. Together they remove the hidden conflicts that quietly shape a lot of financial advice. You can verify our registration on the SEC Investment Adviser Public Disclosure site.
No. David's faith shapes his principles, integrity, stewardship, and generational thinking, but Remnant Wealth serves clients of every background. For clients who want their values integrated into their plan, we welcome that conversation. For those who simply want a transparent, principled advisor, that is exactly what you get.
We work best with families and individuals who have built meaningful wealth, typically those with significant investable assets or high income, and who want it managed with real rigor and coordination. The clearest way to know if we are a fit is a short conversation.
David holds the Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), and MBA designations, and brings institutional finance experience plus firsthand experience building and exiting a business. You can review his background anytime on FINRA BrokerCheck.
"Remnant Wealth is such a breath of fresh air in the personal finance space. After years working with a large advisory firm, I was eager to find a more personal and inspired option. David has been incredible to work with."
"Outstanding service from start to finish. Professional, knowledgeable, and truly client-focused. David goes above and beyond every time."
"David is hands down the best advisor I've worked with to date. Because of his advice I've been able to focus on my business and not question whether or not I'm leveraging my assets on the most beneficial way."
"I can't recommend Remnant Wealth highly enough! David is truly exceptional at what he does. What stands out most is how he thinks outside the box and takes the time to explore every possible option to find the best path forward for his clients."
"Tremendous integrity. Thoughtful and thorough analysis and research. We need more like this team helping people navigate the complexities of today's environment."
"Working with Remnant Wealth has been a great experience. David took the time to clearly explain our financial situation and helped us better understand our options moving forward. We appreciated how patient and thorough he was when walking us through the plan he developed for us."
Schedule your complimentary Impact Call. We will talk about what you are actually solving for, and whether we can help you get there.
Schedule Your Impact CallOr call (317) 969-7499