Our Goals

Change is inevitable. Cashdollar & Associates, LLC began 2008 looking forward to positive change. However, our core values will remain the same. Our primary goal is to provide the best possible professional services available as we help our clients attain their personal financial goals.


David O. Cashdollar, CFP®, is a registered representative with Walnut Street Securities, Inc., an independent broker/dealer, through which all registered securities are purchased. He is joined by a staff of three certified financial paraplanners, two administrative assistants, a database administrator, an office manager, and an intern from Grove City College. In June, David will begin his 25th year in the financial service industry. The last thirteen years of service have been from his office at 115 Erie Street in Grove City, PA.


Personal and business financial planning at Cashdollar & Associates begins by recognizing that each client is unique.The planning process is simple, yet complete.It is as follows:



  1. We spend time in getting to know our clients, their assets and liabilities, their income and their specific goals.

  2. We help clients design their own plan to meet their goals.We discuss, define, and design their retirement plans, asset accumulation and investment strategies, insurance application and risk management needs, estate planning needs, and tax strategies.

  3. We help clients find and purchase appropriate investment and insurance products.We stress the importance of educating our clients with regard to IRAs, pension rollovers, retirement plans, 529 College Savings Plans, life insurance, long-term care insurance, mutual funds, annuities and individual securities.All investment products are purchased through Walnut Street Securities, Inc.

  4. We establish a review process to evaluate the changing needs of our clients, the economy, tax strategies, and specific investments and insurances.



Over the last 25 years, the people at Cashdollar & Associates, LLC have had the good fortune to work with many fine clients.We thank them for that opportunity.Today, Cashdollar & Associates, LLC is not only well positioned to maintain our current client relationships, but we enthusiastically look forward to establishing new ones.