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Exit advisor or exit plannerSell-side
Wealth Design Consultants
Carmel, IN
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Wealth Design Consultants
Wealth Design Consultants is a exit planning and business-transition advisory firm based in Carmel, IN.
Named principal
David Holaday ChFC CAP
Profile details
Details for Wealth Design Consultants
- Representation
- Sell-side
- Firm type
- Exit advisor or exit planner
- Based in
- Carmel, IN
- Engagement coverage
- Carmel, IN
- Industry focus
- Technology and software
Office locations
Headquarters and public offices
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Headquarters
Carmel, IN
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
wdcplan.com · checked September 2026