Company Origin and Philosophy
David and Reid are cousins who grew up hunting and fishing in the cypress bays of South Carolina. Their shared family history, career path, and approach to wealth management made going into business together a natural fit. When thinking about a name for their joint venture, they wanted something meaningful to both their lives and their financial philosophy. The cypress tree is securely rooted, resilient, and able to thrive through changing conditions. It grows steadily over time, develops strength with age, and endures through seasons of change. As a practice, we believe lasting financial success requires those same qualities: a strong foundation, thoughtful growth, adaptability, and a long-term perspective.
We take the time to understand each client as an individual, your values, priorities, aspirations, and the life you’re working to build. From there, we develop personalized financial and investment strategies designed to help you build wealth, protect what you’ve worked hard to achieve, and prepare for the future.
Our relationships are built on trust, personal attention, and clear, thoughtful advice. We believe you should have a financial partner who knows your goals, understands your circumstances, and remains by your side as those circumstances evolve.
Whether you are building wealth, preparing for retirement, navigating a transition, or thinking about the legacy you want to leave, our focus remains the same: helping you make informed decisions today that support the life and future you envision.
We plan so to help you enjoy.
At Cypress Bay, we believe lasting wealth begins with strong roots and grows through thoughtful planning. We take the time to understand what matters most to each client, creating personalized strategies designed to build, sustain, and protect wealth through every stage of life. Like the cypress tree, our approach is grounded in resilience, steady growth, and a long-term perspective.
Connected around your goals.
As a team, we strive to keep things simple, believe every question is important, and that a client’s curiosity about their financial plan is their greatest strength.
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David Felder, CFP®, CEPA®, AAMS™
Founder – Wealth Advisor Read Bio →: David Felder, CFP®, CEPA®, AAMS™
The institutions behind your accounts are ones you already know.
Our practice is independent and affiliated with &Partners, a dually registered broker-dealer and investment adviser. Your accounts are held at National Financial Services LLC (NFS)*, a Fidelity company. Who does what, in plain terms, is laid out on our Affiliations page.
*Fidelity Investments (Fidelity) through its broker-dealer National Financial Services LLC (NFS) is our primary custodian where your assets are held for safekeeping.
