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Awaken Financial Designs
Awaken Financial Designs is an independent flat-fee fiduciary firm that helps couples discover when they can retire and what tax strategies to consider in...
Awaken Financial Designs
Awaken Financial Designs is an independent flat-fee fiduciary firm that helps couples discover when they can retire and what tax strategies to consider in retirement. The firm uses visual planning tools for retirement income, taxes, Roth IRA conversions, Social Security timing, and related decisions, with no AUM fees. It is veteran and woman owned, headquartered in NC and AZ, and serves clients virtually nationwide.
General information
Firm type
Asset Manager
Location
City
Cary
Principals
David Lundberg
Co-Founder, Flat Fee Fiduciary Financial Planner
Ashley Lundberg
Co-Founder, Financial Educator and Wellness Guide
David Lundberg
MBA, MSCJ, Founder, Financial Planner
Frequently asked questions
What is Awaken Financial Designs?
Awaken Financial Designs is a asset manager headquartered in Cary.
Where is Awaken Financial Designs headquartered?
Awaken Financial Designs is headquartered in Cary.
What does Altss track for Awaken Financial Designs?
Altss maintains an OSINT-verified profile of Awaken Financial Designs covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Awaken Financial Designs's website?
Awaken Financial Designs's public website is awakenfinancialdesigns.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Awaken Financial Designs?
Awaken Financial Designs is classified by Altss as a Asset Manager.
How does Altss source intelligence on Awaken Financial Designs?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Awaken Financial Designs's Altss profile last updated?
Awaken Financial Designs's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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