David Hilbig, CFP^®

He blends clarity and care to help people plan with confidence for lasting wealth.

• Translates complex financial concepts into calm, clear conversations.
• Balances technical discipline with authentic warmth and humor.
• Creates steady rhythms of trust through organization and follow-through.
• Guides people through life transitions with stability and grace.
• Natural communicator who builds rapport through empathy and clarity.

• Holistic retirement and income planning.
• Estate and legacy integration for multigenerational families.
• Tax-aware investment and insurance strategies.
• Comprehensive financial planning with a focus on education and clarity.

• Certified Financial Planner™ CFP®
• More than 20 years of experience guiding families through retirement and legacy planning.
• Bachelor of Science, Brigham Young University
• Advanced training in behavioral finance, estate integration, and retirement income design.

• Grew up in San Diego, California and has called The Woodlands, TX home for nearly 20 years.
• Married to Carla; two grown children, two dogs, Rocky and Bella, and their cat, Jack.
• Early-riser, avid reader, fitness enthusiast, and chef at home.
• Loves travel, wine, and meaningful conversations that make life richer.

• David has a way of making finance feel like a conversation with a friend who just happens to know everything about money.

• Health-care community education, financial confidence for retirees, and building legacy conversations.

David has been the steady voice people turn to when markets shift and life changes. He founded Lifetime Legacy Wealth Solutions with a simple belief: wealth planning should be as human as it is technical. That philosophy has made him a valued guide to people across the country who value clarity, care, and connection.

After more than 20 years as a financial advisor, he launched his independent practice in 2024 to offer a broader suite of services, deeper collaboration, more extensive back office support, and new to market tech solutions. His clients describe him as the rare ever-present advisor who can talk through a portfolio reallocation one minute and ask about their travel plans the next. He knows how to listen for what matters most and translate it into action.

His communication style is as steady as his career. He never uses finance as a stage for complexity. Instead, he explains markets in plain language and balances every conversation with empathy and humor. People say they leave his office feeling understood — not lectured — and better prepared to make decisions.

Known for his relatable approach, he sees wealth not as accumulation, but as continuity — the freedom to live well today with a plan for tomorrow. He helps people turn financial planning into a shared language of confidence, one conversation at a time.

Outside of work, David’s days begin early — strong fitness routine, a strong coffee, a good book, and quiet time before the market opens. His balance comes from movement and mindfulness: early gym sessions, cooking at home, and time spent traveling with family. He finds joy in conversation and connection, whether over a shared meal or a glass of wine with his wife and friends. Those moments of laughter and reflection mirror how he approaches his work — with presence, gratitude, and a belief that a well-lived life is the greatest return on investment.

If you’re ready to feel more confident about your financial future, David welcomes the chance to start that conversation. ➞ 936-548-5353, email, or schedule a meeting