David M. Foreman, CFP®

David M. Foreman, CFP®

David Foreman serves as a Partner and Senior Client Consultant for Waverly Advisors.

With nearly fifteen years of experience, David’s primary responsibility is advising high net worth clients regarding various financial matters, such as retirement planning and investment management. He works closely with clients to identify their goals and develop a comprehensive plan to achieve them. He also has led the financial planning team as they provide comprehensive financial plans for clients. David and his wife live in Hoover, Alabama with their three children.


  • Bachelor of Science in Finance
    University of Alabama, Tuscaloosa, AL
  • Master of Business Administration
    University of Alabama, Tuscaloosa, AL

Professional Affiliations

  • Financial Planning Association of North Alabama

Community Involvement

  • Green Valley Church – Deacon, Praise Band
  • Hoover Youth Soccer, Baseball and Basketball Coach

Ask Me About

  • Creating a plan to achieve appropriate goals in retirement
  • Our approach to comprehensive financial planning
  • Budgeting and cash flow planning
  • My international mission trips
  • Alabama football or anything else related to the Crimson Tide