A complete list of active advisors currently associated with Davidson & Watson Financial

Warmer can help you find a great advisor at Davidson & Watson Financial or one who fits your needs even better.

Davidson & Watson Financial provides ongoing portfolio management and financial planning for individuals, high‑net‑worth individuals, and small businesses. Services include the preparation of a written Investment Policy Statement and management of portfolios composed primarily of mutual funds, equities, bonds, ETFs, REITs and government securities. The firm uses both fundamental and technical analysis and pursues long‑term and short‑term trading strategies, with accounts reviewed at least quarterly by the managing member. According to its ADV, the adviser reports $0 in discretionary assets and $29,000,000 in non‑discretionary assets as of 08/04/2023, and clients receive regular custodian account reports. Notable distinctions include that the principal is a CFP® and an IRS‑enrolled agent who provides tax preparation and related services under a separate engagement; the brochure discloses this additional compensation as a potential conflict of interest and states clients are under no obligation to use those services. The firm also documents ERISA/IRC fiduciary considerations for rollover recommendations, providing written analyses or an educational‑only alternative to help clients evaluate retirement‑plan rollovers.

To learn more about the advisors currently working at Davidson & Watson Financial, 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.