Get To Know David

I’m David Iobst, CFP®, a fiduciary financial planner serving individuals and families in Middletown and throughout Delaware, Maryland, and Pennsylvania. Although I’ve lived in Middletown for about a year, I’m a long‑time Delaware resident who loves being part of this community and helping people feel confident about their financial futures.

My approach is simple and down‑to‑earth: I listen first, explain things clearly, and help you make thoughtful decisions that support your long‑term goals. Whether you’re planning for retirement, reviewing your investments, or navigating a life change, I’m here to provide steady, trustworthy guidance every step of the way.

Outside of work, I’ve always enjoyed giving back. Before moving to Middletown, I spent several seasons coaching little league — an experience that taught me the value of patience, encouragement, and meeting people where they are. These same values shape how I work with clients today. I’m also an avid golfer and enjoy spending time on the course whenever I can, especially with friends, clients, and local professionals.

If you’re looking for a financial planner who values clarity, kindness, and long‑term relationships, I’d love to get to know you.