Avodah Wealth Management

About Us

Caring for Your Future Like It’s Our Own

Your financial well-being is personal to us—like family, we’re here to guide and support you. We help you make sense of your wealth, turning numbers into a clear vision of your future. With precise attention to detail, we position your assets efficiently, identifying overlooked opportunities to optimize every strategy. Markets shift, life changes, but with a steady, well-structured plan, you can build the life you want to live.

Tax-Smart Strategies Built Around You

Taxes touch every part of your financial life—but smart planning can help you keep more of what you earn. With a CPA background, an MBA, and years of experience, we help minimize tax burdens and maximize efficiency. Our goal is to help ensure your wealth is structured to support your life, retirement, and legacy.

Invest with Clarity in Any Market

Markets change, but your strategy shouldn’t waver. Our All-Weather investment approach is built to perform across economic cycles—whether inflation, downturns, or growth periods. By focusing on multi-layered diversification, risk management, and long-term stability, we help position your portfolio to stay resilient, so you can invest with confidence in any environment.

Our Core Values Put You First

For over 25 years, we've guided families through financial planning with care and competence. Our high-touch, personalized approach centers on generational wealth, legacy planning, and education, rooted in our 5 C values.

Care

Like Roosevelt, we believe that people don’t care how much we know until they know how much we care. Because of this, we work hard to deliver a high level of service and care to each and every client.

Character

Our family values and principles shine through when working with clients. We cultivate relationships built on trust that often lead to lifetime friendships.

Chemistry

We learn as much from our clients as they learn from us, which is why it is crucial to have client-advisor chemistry. We work best with clients who share our values and passion for stewardship.

Competence

Not only are we value-driven, but we are also highly qualified and have dedicated ourselves to furthering education. Our founder, David Shimana, is a Five Star Wealth Manager, Certified Wealth Strategist®, and former CPA.

Consultative

Before even talking about products or financial plans, we get to know our clients on a deeper level and establish what matters to them. Only then do we design plans according to their goals.

Principles That Make Planning Personal

Your financial future deserves more than a one-size-fits-all approach. That’s why we’re guided by principles that shape every strategy we create and every decision we help you make.

Provide Financial Education

With roots in educator retirement planning, we're committed to equipping you with the context and knowledge you need to understand and be confident in your financial plan.

Work With Precision

We work with precise attention to detail to help ensure your assets are efficiently positioned. By identifying and correcting overlooked details, we optimize every strategy.

See the Big Picture Clearly

We help you visualize your full wealth picture. Our structured process shows you how all of your assets work together, empowering you to confidently plan for your ideal retirement.

Create All-Weather Strategies

The markets don't have to decide your lifestyle. We create portfolios diversified across stocks, bonds, global markets, and commodities to reflect your unique goals and risk tolerance.

Recognized Excellence in Wealth Management

With top industry designations and decades of experience, our team brings the knowledge and industry acumen needed to guide you with precision through life’s financial complexities.

Is Your 401(k) Optimized
for Hawaii’s Tax Standards?

Hawaii’s tax laws treat some retirement plans differently—are
you structured the right way? Don’t leave money on the table. Let’s
review your 401(k) strategy and maximize your retirement savings.

Get Started Today

Our Financial Partners

Explore Cetera

We serve with purpose, plan with faith, and work with integrity.

Who We Serve

Located in Honolulu, we work with individuals, families, and business owners providing a structured, caring approach to organizing and optimizing wealth.

Explore Our Clients

Our Approach

We take a detailed, education-first approach—helping you see the full picture, understand your options, and make informed financial decisions.

See How We Work

Our Team

Experienced, knowledgeable, and committed to you—our team works with precision and care to help you navigate every financial decision.

Meet the Professionals