A complete list of active advisors currently associated with Davis Financial Management, Inc.

Warmer can help you find a great advisor at Davis Financial Management, Inc. or one who fits your needs even better.

The firm is an independent, solo SEC-registered investment adviser that provides portfolio management and comprehensive financial planning to individuals, small businesses, and a range of institutional-type clients, including pension and profit-sharing plans, corporations, trusts, foundations, and charities. In addition to advisory services, the firm’s founder is a Certified Public Accountant and offers accounting and tax-preparation services under separate engagement agreements. Investment management emphasizes strategic asset allocation implemented mainly through no-load mutual funds and exchange-traded funds, with a notable reliance on Dimensional Fund Advisors funds and a generally passive, low-turnover approach; accounts are reviewed annually or on an event-driven basis. Client accounts are managed on a non-discretionary basis, and the firm reports approximately $145 million in non-discretionary assets across roughly 56 client relationships. Distinctive aspects relative to peers include the combination of an affiliated accounting practice, the acceptance of pension/profit-sharing and other institutional clients, and the predominance of non-discretionary assets — each of which is uncommon for independent, solo advisers. The firm also provides specialized planning services such as special-needs and divorce planning and ongoing business consulting for small business owners while supervising diversified model portfolios.

To learn more about the advisors currently working at Davis Financial Management, Inc., 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.