David Elmore opened Bookkeeping & Management Systems Inc. in 1987 to serve individuals and businesses in the areas of tax, accounting, estate planning and payroll services. Quickly, realizing the growing need for financial planning and advice, Financial Management Inc. (FMI) was formed in 1994.
David believes in independent, objective advice and chose LPL Financial as the firm’s broker dealer. LPL Financial supports over 14,000 financial advisors across the country.
A lifelong learner, David received his CERTIFIED FINANCIAL PLANNER™ designation in February 2014. He is also a LPL Registered Principal, LPL Investment Advisor Representative, and he is an enrolled agent, earning the privilege to practice before the Internal Revenue Service. David holds his Bachelors of Science degree from Eastern Mennonite University.
David has served on several community boards including Big Brothers Big Sisters of Augusta County, DuPont Community Credit Union, New Life Ministries, and Waynesboro Foursquare Church. Presently he is a Governor for Opportunity International. David has a passion for foreign missions, and is a charter member of Mission of Hope Bolivia, a Christian based, medical clinic. David and his wife, Joy, have three children: Joshua, Joel and Angelena.
-David has been recognized as a top advisor by reaching LPL's Chairman's Club status each year since 2012 - This distinction is based on an annual production ranking of registered financial advisors supported by LPL Financial, and represents less than 6% of the firm's advisors nationwide.