Discover the Difference in Personalized,
Client-First Guidance
Why Us?
Because you deserve to retire with confidence and enjoy the wealth you
worked hard to build
At Caviness Wealth, we believe retirement should feel less like a question mark and more like the reward it
should be for your decades of hard work. With over 25 years of experience guiding families like yours, we
bring well-rounded perspective, steadiness, and personal attention to every financial decision you make.
Because we’ve intentionally built our firm to prioritize relationships, not scale, you’ll always work directly
with an advisor who knows your story inside and out.
Together, let’s move you closer to retiring and living confidently so you can enjoy the life
you’ve worked so hard to build.
Meet David
Your Partner in Pursuit of Financial Success
Hi, I’m David, a CERTIFIED FINANCIAL PLANNER®* practitioner and the founder of Caviness Wealth Management. For more than 25 years, I’ve enjoyed working alongside individuals and families as they financially navigate through each life stage.
I provide comprehensive financial planning and investment management solutions that strategically align with my clients’ personal financial goals. Throughout the journey, I have the immense pleasure of building life-long partnerships with clients as well.
Outside of the office, I find joy in giving back to the community and proudly serve as a trustee on our local school board. My wife, Jessica, and I have three boys—Blake, Beau and Benjamin. In my free time, I love to get outdoors with my family, watch the boys play sports, and travel. Come those early summer mornings, there’s a good chance you’ll find me on a lake with a fishing pole in hand.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® 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.
David Caviness
CFP®, Founder
25+ Years Experience
Meet Blake
Blake Thomas
Executive Assistant
Client Experience Specialist
The Heart of Our Client Experience
Hi, I’m Blake, Executive Administrative Assistant at Caviness Wealth Management. On any given day, I stay busy supporting our clients and David with various tasks including account management and other important day-to-day operations.
I leverage my extensive background in financial services, retirement planning, and investment portfolio support seeking to deliver the high quality client service support our Caviness community has come to expect. Prior to working with David, I worked for esteemed financial institutions including T. Rowe Price and Marcus by Goldman Sachs. While I value the experiences earned at these larger organizations, I very much enjoy the opportunity to know each individual client on a deeper level—and ultimately serve them better because of it.
I’m originally from Waco, Texas, but I’ve proudly called Dallas home since 2018. Outside of work, I’m always up for an outdoor adventure and travel. In fact, one of my most memorable experiences was solo hiking Machu Picchu in Peru. On the weekends, you’ll find me teaching children how to zipline or spending time at home with my senior Chihuahua, Kahlua, who has been part of my life since she was just three weeks old.
*Not registered with LPL Financial
Our Philosophy
Personal Relationships
Our guidance reflects you and your goals, not just your financial picture.
Simplified Processes
Life is complex enough, we are committed to taking the stress and worry out of managing your wealth.
Value-Driven Planning
What matters most to you should be reflected in your financial plan, plain and simple.