A complete list of active advisors currently associated with Davis Wealth Advisors

Warmer can help you find a great advisor at Davis Wealth Advisors or one who fits your needs even better.

Davis Wealth Advisors works with individuals — including high net worth clients — as well as pension and profit‑sharing plans, offering wealth management, comprehensive financial planning, business and pension consulting, and education-oriented services. The firm provides both discretionary and non‑discretionary portfolio management alongside written financial plans as part of an integrated wealth management engagement. Investment advice is tailored to client objectives and commonly uses mutual funds and ETFs, employing fundamental analysis and modern portfolio theory while also recommending and monitoring third‑party money managers when appropriate. The firm additionally assists clients with alternatives to liquidation, such as arranging securities‑backed lines of credit, and delivers an initial planning deliverable during the first year of the relationship. Davis Wealth Advisors is notable among peers for its educational seminar program — including participant education for retirement plans and general public seminars that may be offered free or for a fee — and for offering ERISA 3(38) fiduciary services to employee benefit plans. The firm’s Form ADV discloses a prior regulatory consent order in 2021 related to state registration deficiencies, with the matter resolved and the firm subsequently licensed.

To learn more about the advisors currently working at Davis Wealth Advisors, 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.