Meet Our Team

Meet Our Team

Excella Wealth Consulting is an independent financial services firm based in the charming town of Beaver, Pa. No matter if you’re a lifelong investor or just starting out, you can trust us to lead you down the path to financial safety and security.

Here at Excella, we’re committed to helping you meet and exceed your financial goals. Ours is a dual-pronged approach to investing, focused on growing your assets and helping you generate stable income. Think of us as your personal financial partner. We’re in it for the long haul, and we have the resources to handle virtually any situation. We listen to you and get to know you as we work to develop a long-term relationship with one goal in mind: your financial success.

Our clients are found throughout Beaver County and across the country. We work with people in a variety of professions and who are at different stages in their life. Our advantage is that we’re small enough to provide customized, one-on-one service, but experienced enough to make sense of even the most complex financial scenario. 

A personalized, professional consulting firm that’s dedicated to your long term financial well-being—that’s Excella Wealth Consulting.

Dave Walker Jr.

Investment Advisor Representative

James Luckey

Investment Advisor Representative