Testimonials
Bill
“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.
Tonya
“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..
Sherry
“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.
Jody
“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.
Melinda
“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.
Katrina
“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.
Linda
“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.
Scott
“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.
Mary Louise
“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.
Jeanne
“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.
Daniela
“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.
Goshko
“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.
Thomas
“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.