Davis Financial Planning was founded on a simple principle - to help people live their best lives. We love seeing our clients discover what’s possible for themselves and their family through the financial planning process. Each of our clients receives a unique financial plan designed to support their specific goals, passions, and risk factors. We adjust their financial plan regularly to reflect changes in life circumstances and personal priorities.
We take time to get to know the individuals and couples we work with to ensure we provide advice that truly fits their needs. Our clients know they can count on us for independent information and bias-free recommendations. As a fee-only financial planning firm, we aren’t swayed by commissions, referral fees, or kickbacks from any fund or partner.
Since we opened in 2010, we have grown our team, technology, and services so we can maintain personal relationships with our clients and provide expert guidance across financial topics. Our staff regularly engages in continuing education to stay up-to-date on topics ranging from IRS regulations to maximizing social security and expand their skills in areas such as listening and coaching.
Our core values are at the foundation of everything we do:
Do What’s Right
If you’re looking for support, expertise, and independent advice for your financial life, we’d love to have a conversation to get to know you.
Schedule a confidential call with one of our financial planners.