A complete list of active advisors currently associated with Butler-Davis Financial Group, LLC
Warmer can help you find a great advisor at Butler-Davis Financial Group, LLC or one who fits your needs even better.
Butler-Davis Financial Group, LLC provides asset management, financial planning and retirement-plan services to individual investors, retirement plan sponsors and plan participants, and also works with institutional plan assets. Its investment recommendations generally focus on mutual funds and ETFs as building blocks for diversified portfolios and include guidance on rollovers and retirement distributions. The firm follows a value-oriented, primarily long-term investment approach while employing tactical and strategic asset-allocation techniques and written investment policy statements; it monitors accounts and delivers periodic performance reports. For retirement plans it offers both fiduciary consulting (investment policy development, due diligence, benchmarking and participant education) and discretionary fiduciary management consistent with ERISA standards. Noteworthy distinctions include an affiliation with Butler-Davis Tax & Accounting LLC (the firm’s managing member serves as that company’s chief operating officer), a relationship that results in referrals for accounting and tax services and is disclosed as a potential conflict of interest. The firm also regularly offers educational seminars and workshops and relies on a third-party sub-adviser for discretionary portfolio management and back-office support while sharing a portion of advisory fees for those services; Butler-Davis Financial Group is newly registered (June 2022).
To learn more about the advisors currently working at Butler-Davis Financial Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Covington, GA
| 14
|
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