A complete list of active advisors currently associated with Davis Wealth Management, LLC
Warmer can help you find a great advisor at Davis Wealth Management, LLC or one who fits your needs even better.
Davis Wealth Management provides fee-based financial planning and investment planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Services include comprehensive financial planning work such as cash flow and net worth analysis, tax and insurance reviews, retirement and education planning, and estate planning delivered through written plans and periodic reviews. The firm does not provide discretionary portfolio or asset management; instead it delivers detailed financial plans and leaves implementation to clients or to third-party channels when chosen. Implementation options include working through the advisor’s affiliated broker‑dealer and insurance relationships, and the firm delivers periodic written updates and planning analyses rather than ongoing trading authority. Compared with many independent advisory peers, Davis’s practice is notable for its exclusive focus on planning engagements rather than AUM-based investment management and for avoiding percentage-of-assets fee arrangements. The firm also documents comprehensive planning work and highlights experience with specialized areas such as retirement-plan consulting, exit planning and collaborative divorce planning, and maintains multiple professional certifications relevant to those specialties.
To learn more about the advisors currently working at Davis Wealth Management, LLC, 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 |
|---|---|---|
Richfield, OH
| 33
|
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