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 serves individual clients, including high-net-worth households, as well as employer retirement plans and plan sponsors. The firm offers a range of services including wealth management that combines ongoing investment management with financial planning, standalone planning and consulting, pension consulting, and educational seminars. The firm provides both discretionary and non-discretionary portfolio management and tailors advice to each client’s objectives, risk tolerance, and liquidity needs. It also recommends and monitors third‑party money managers when appropriate, provides ERISA 3(38) fiduciary services for plans, and can assist clients in arranging securities‑backed lines of credit as an alternative to liquidating assets. Compared with many peers, Davis Wealth Advisors explicitly operates an educational program—offering seminars and participant education to retirement plan participants and other groups—which the brochure identifies as a distinct part of its service mix. The firm also discloses its practice of assisting with direct lending solutions and notes a prior Massachusetts regulatory consent order related to registration that has been resolved and the firm subsequently licensed in that state.
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.
Name |
Location |
Years of experience |
|---|---|---|
Salem, NH
| 16
| |
Salem, NH
| 1
| |
Salem, NH
| 2
| |
Salem, NH
| 14
|
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