David Wharram is originally from Great Britain and has lived in Santa Fe since 2008. As a
licensed financial adviser since 2015, he provides fiduciary advice to his clients. He completed his formal training in collaborative divorce in 2024. However, he has counselled several clients through divorce over the years including himself, twice!

David brings a wealth of knowledge in identifying tax-efficient solutions and strategies that help couples achieve equitable settlements while minimizing financial strain. Whether it involves analyzing asset division, retirement accounts, or real estate holdings, David leverages his extensive experience to provide tailored recommendations that align with each client’s long-term financial goals.

Beyond technical proficiency, David prioritizes empathy and clear communication providing the clients with education to fully understand their financial situation and fosters an environment where clients feel empowered to make informed decisions about their financial futures. David’s approach is rooted in transparency and collaboration, ensuring that both parties are well informed and supported throughout the divorce process.

David is passionate about helping individuals transition to the next chapter of their lives with
financial security and peace of mind. As a trusted advisor, David listens to a client’s needs and their unique situation to uncover a financial way to move forward.