David’s Approach
David S. LeCompte
CFP®, CRPC®
Financial Advisor / Member Owner
Overview
David LeCompte serves as a financial advisor in Savant’s Birmingham, Alabama, office, where he helps clients navigate all aspects of financial planning. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), he focuses on wealth transfer and philanthropy, proactive income and estate tax strategies, retirement cash flow projections, income optimization, insurance analysis, debt management, and education funding.
Before joining Savant, David worked as a financial advisor at Bridgeworth from 2012 until 2023, when the firm joined with Savant. He is an active member of the Financial Planning Association of North Alabama and the Hoover-Metro Kiwanis Club. He also serves on the boards of the Community Food Bank of Central Alabama and Magic Moments.
David earned a bachelor’s degree in finance from Troy University in Alabama. A native of Enterprise, Alabama, he attends the Church of the Highlands – Riverchase campus. Outside of work, he enjoys playing golf and spending time with his wife, Stephanie, and dog, Money.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Troy University
Bachelor of Science in Finance
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning Counselor®
Affiliations
- Financial Planning Association of North Alabama – member
- Hoover-Metro Kiwanis Club – member
- Community Food Bank of Central Alabama – board member
- Magic Moments – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Where AI Falls Short for Wealthy Investors Video from Savant Wealth Management.
Watch the video "Where AI Falls Short for Wealthy Investors" to learn expert strategies on financial planning. Get…
Decisions That Can Cost You in a High-Net-Worth Divorce Video from Savant Wealth Management
Watch the video "Decisions That Can Cost You in a High-Net-Worth Divorce" to learn expert strategies on divorce….
Medigap Birthday Rule: 2026 States and How It Works
The Medigap birthday rule lets eligible retirees in some states switch Medicare Supplement plans each year without medical…
Considerations for Gifts to Minors
Learn key considerations for gifts to minors, including Trump Accounts, 529 plans, UTMA accounts, and taxable accounts, and…
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a CallFind a Savant Location Near You
SearchDisclosures
CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.