Catoctin Ridge Wealth Partner
17yrs
More experience than 53% of advisors nationwide
10yrs
David Rectenwald
Financial advisor at Catoctin Ridge Wealth Partner
David Rectenwald is a fiduciary financial advisor in Thurmont, Maryland, with 10 years in the industry. After four years at Grove Point Advisors and a year at Grove Point Investments, David joined Catoctin Ridge Wealth Partner in 2024, a firm offering financial planning and investment management. David holds the CFP® designation.
One of 4 advisors with offices in Thurmont, and one of 4 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office209 E Main St., Thurmont, MD 21788
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,330
Advisors at the firm4
States licensed ?2 states
Services through Catoctin Ridge Wealth Partner
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2024 – nowCatoctin Ridge Wealth PartnerCurrent firm
- 2021 – 2025Grove Point Advisors, LLCPreviously
- Sep 2020 – Apr 2021Grove Point Investments, LLCPreviously
Contact David
(301) 304-6004Catoctin Ridge Wealth Partner main office 209 E Main St.Thurmont, MD 21788Office · Get directions Firm websitewww.burhonfg.com
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Questions to ask David
Tailored to David’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Catoctin Ridge Wealth Partner at (301) 304-6004 and ask for David Rectenwald. David works from the Thurmont, MD office.
How long has David been a financial advisor?
David has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Catoctin Ridge Wealth Partner reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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