Testimonials

“Since our retirement 5 years ago we’ve been consulting with David Setia ( Fedwise Advisors) for all our investment needs and tax planning. If you’re looking for good advice and tax planning I would highly recommend his services. It’s been such a pleasure to work with him. He’s very patient and is very thoughtful in understanding our requirements in our retired lives. He always responds to our questions and queries and spends a lot of one-on-one time to explain things and make his suggestions about investment strategies. We’ve been very comfortable and confident in his abilities. His follow-up work is excellent and he does a lot of research to meet our needs. His client service and support abilities are excellent and his responsiveness gets very high scores from us. He also hosts regular market commentaries and keeps his clients up to date on the state of the market. We’ve learnt a lot from these commentaries. He could teach other investment firms a thing or two on customer satisfaction and service. He scores 5/5 from us on all fronts. We would highly recommend his services to others.”

This statement is a testimonial by a client of the financial professional as of 05/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“David has been my Financial Advisor for several years. His knowledge and experience of the Federal Employee needs is invaluable. I highly recommend his services to those in the Federal sector”

This statement is a testimonial by a client of the financial professional as of 05/14/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“David Setia has been our financial advisor for over 8 years and my wife and I couldn't be more satisfied with the level of professionalism, integrity, and expertise he has provided. I started while I was still working for the federal government and now after 3 years of retirement I continue to be financially stable and enjoying my retirement fully thanks to his advice and support. David’s advice is always tailored to our needs and goals. He has helped us make complexed decisions, including a move to Europe. We meet frequently and he consistently takes the time to understand our goals, explain options clearly, and offer steady guidance through both calm and uncertain markets. We can confidently say that David is an outstanding financial advisor, knowledgeable, responsive, trustworthy, and genuinely invested in our long-term success. We highly recommend him and his FedWise group.”

This statement is a testimonial by a client of the financial professional as of 05/11/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I have received nothing but professional services from David. He has taken time to explain thing in a way where I can understand. I appreciate his advice and direction.”

This statement is a testimonial by a client of the financial professional as of 04/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I have always felt comfortable trusting my major financial decisions to David. I appreciate the personal support and have all the confidence in Fedwise Advisors.”

This statement is a testimonial by a client of the financial professional as of 03/30/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“From the first time I met David I was impressed by his presentation. He is in depth, if I want to get in depth, and he is responsive to my questions and concerns. He has always been able to educate me on ways to lower my tax liability. He is also very nice and I highly recommend him as an advisor.”

This statement is a testimonial by a client of the financial professional as of 03/26/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“The FedWise advisors are very knowledgeable, professional and friendly. We've worked with David & his team for quite some time and are very confident in their abilities. They also continue to expand their services, offering more than most. This saves us time and money. We appreciate all they've done for us and our investments. Highly recommend Fedwise, you won't be disappointed!”

This statement is a testimonial by a client of the financial professional as of 02/14/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I highly recommend FedWise Advisors especially David Setia, who helped me successfully navigate the complexities of the Federal Retirement System. David mapped out a strategic, well-thought-out retirement plan designed to help me live comfortably through the go-go, slow-go, and no-go years of retirement. He identified forward-looking financial strategies to mitigate future tax and Medicare expenses, which was invaluable. David also provided clear guidance on Roth conversions and distributions, ensuring I had income when needed while allowing me to maximize my Social Security benefits. David and his team are incredibly attentive, knowledgeable, and deeply involved in helping you make informed life and financial decisions. Choosing FedWise has given me confidence and clarity about my financial future. I couldn’t be more satisfied with the experience.”

This statement is a testimonial by a client of the financial professional as of 01/27/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I'm very comfortable with FedWise as David always gives good, sound financial advice. If you're looking for a smart team that communicates complex financial matters in a clear and understandable way, and also looks out for your best interests, choose FedWise”

This statement is a testimonial by a client of the financial professional as of 01/20/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“My family has been with FWA since the beginning. We have had a professional relationship with the founder David for the better part of a decade. FWA is not just a financial partner and firm, they are family. Others can say it, but FWA backs it up with action. No pressure, an abundance of information, understanding, and accommodation. Federal employees and their families want solid, dependable, and consistent help planning for and thriving in retirement. You will not find a better firm to help you sleep at night, enjoy your retirement, and have no regrets that you planned wisely. Call David and his team. They will prove to you they are the real deal. Thank you FWA for what you have done, are doing, and will do well into our future.”

This statement is a testimonial by a client of the financial professional as of 01/16/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“We are so grateful to have found and to be working with David Setia and FedWise Advisors! David is so knowledgeable, and so wonderful to work with. He is kind, patient, and very clearly has our long term best interests as his priority. He has been so helpful in helping us to understand and navigate the many topics and options within retirement planning. We HIGHLY recommend working with David and the FedWise team!!”

This statement is a testimonial by a client of the financial professional as of 01/08/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“If you are a Federal employee looking for a financial advisor that is extremely knowledgeable of the Federal retirement & benefits programs, tax laws, AND has exceptional customer service-- choose FedWise Advisors! David and his team are top tier!!”

This statement is a testimonial by a client of the financial professional as of 01/07/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I have been working with David since 2022. From the first call, he has helped me by identifying opportunities for me to optimize my accounts. This became even more important as I was planning for my retirement years. David has helped me look at aspects of my financial benefits (life, long term care, and medical insurances). I was able to take advantage of his expertise and care as I negotiated options. I have valued his calm and wise advice particularly during our annual check in meetings. As deferred resignation programs were rolled out across the federal government, David helped me by providing a detailed analysis of the pros and cons of retiring under that program and with assessing my retirement readiness with scenario planning. Now, as a retiree, David has been extremely helpful in easing my transition into a different phase of asset management. David has all the financial credentials and skills needed. Plus, he is extremely easy to work with. I recommend him to anyone working on retirement planning but most especially for federal employees.”

This statement is a testimonial by a client of the financial professional as of 01/06/2026. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I cannot recommend FedWise Advisors and David Setia enough! David has been instrumental in walking me through my retirement planning and providing sage advice along the way. The level of customer service, professionalism, expertise, and proactive engagement is exceptional! The genuine caring about his clients is commendable and much appreciated!”

This statement is a testimonial by a client of the financial professional as of 12/31/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“FedWise Advisors are so helpful and professional, and truly dedicated to customer service. David rocks!”

This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I find FedWise Advisors to be top-notch. I am comfortable with all of my financial decisions after discussions. David has an enormous amount of patience and I appreciate that he takes a lot of time educating me. He understands my personal financial needs and all of his advice considers those needs. I would recommend FedWise to anyone who needs advise regarding finances and how to prepare for the future.”

This statement is a testimonial by a client of the financial professional as of 12/15/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“David of FedWise Advisors has given us valuable advice on how to manage our money in retirement. He has assisted us in navigating both the Federal and Private retirement systems we are involved with, as well as tax planning and estate planning. David is very responsive and a pleasure to work with.”

This statement is a testimonial by a client of the financial professional as of 12/11/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“The most amazing financial planning experience we've ever had. Completely trust David's wisdom and knowledge. His median approach resonates with us completely.”

This statement is a testimonial by a client of the financial professional as of 11/26/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I have had the pleasure of working with David for the past six years, and now with his FedWise team. David is highly professional, personable, and patient. He explains the market and investment rationale in understandable terms. His FedWise team is responsive and makes everything so easy and seamless. I very much appreciate David and his team.”

This statement is a testimonial by a client of the financial professional as of 11/25/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“I typically do not give public reviews, but feel Fedwise Advisors always goes above and beyond, and deserves a shout-out. David has been our financial advisor for almost three years now, seeing us through some big life & financial changes, and I always feel he has our best interests in mind. I would 100 percent recommend!”

This statement is a testimonial by a client of the financial professional as of 11/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“The team at FedWise is amazing. I personally work with David, and he helped me pick out a portfolio that aligned with my ethics and was extremely informative throughout the process. He really goes above and beyond to take his time to get to know his clients and tailor a financial plan to match their goals.”

This statement is a testimonial by a client of the financial professional as of 11/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“A+. Very professional Fiduciary Financial Advisor. Up to date knowledge of latest federal government and financial services trends. Very knowledgable and friendly. Will recommend 100 percent.”

This statement is a testimonial by a client of the financial professional as of 11/05/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.Item description

“I have been a client of Fedwise Advisors since its inception, and I have been a client of David for around 10 years now. David has been an excellent financial advisor. He is especially well versed in federal employee benefits and retirement. He helped me prepare and navigate federal retirement which allowed me to take advantage of all financial and federal benefits. David's financial knowledge is wide as he can help you with financial decisions such as house purchases, life insurance, retirement planning, estate planning resources, large purchases, etc. His expertise has been extremely beneficial over the years. David's customer service is outstanding as he is available to meet, responsive to emails/calls, and he answers all my long list of questions. He does an excellent job of explaining the financial options, implications, and provides sound recommendations that looks out for me as a client. I strongly recommend David as a financial advisor due to his financial knowledge, customer service, and advice. I am very detailed and number orientated client since my career was in statistics, so I have been very selective of a financial advisor. I am thankful for having David as my advisor during my federal employment, preparing for my retirement and now that I am retired. I appreciate knowing that there is an excellent financial plan in place for my retirement years and I don't have to worry about my financial future.”

This statement is a testimonial by a client of the financial professional as of 11/04/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.