A complete list of active advisors currently associated with Davinci Financial Designs

Warmer can help you find a great advisor at Davinci Financial Designs or one who fits your needs even better.

DaVinci Financial Designs is a registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates and charitable organizations through a five‑advisor team. The firm offers comprehensive financial planning (branded Life Design and Generational Design), business financial planning, a la carte consulting, and discretionary asset management via Asset Managed Portfolios, LPL Model Wealth Portfolios and Manager Access Select. The firm constructs tailored portfolios using mutual funds, individual equities, bonds and ETFs and describes an “alpha‑based” approach to align risk‑adjusted returns with client objectives, with an emphasis on continuous supervision and periodic rebalancing. Its brochure highlights tax‑aware practices such as tax‑lot selection and temporarily holding proceeds in cash to manage wash‑sale periods, and it exercises discretionary authority when clients select AMP or MWP services. DaVinci is notable for operating wrapped‑fee management (AMP and Model Wealth wrap arrangements) and for serving as a portfolio strategist for some model portfolios, which can reduce strategist fees when DaVinci is the designer. The brochure also discloses an ongoing custodial relationship with LPL and a planned custodial arrangement with Fidelity, and it commits to periodic written communications to clients (annual summaries of material changes), which together distinguish its operational and client‑communication practices from many peers.

To learn more about the advisors currently working at Davinci Financial Designs, 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.