A complete list of active advisors currently associated with Davison Wealth Management, LLC

Warmer can help you find a great advisor at Davison Wealth Management, LLC or one who fits your needs even better.

Davison Wealth Management provides personalized asset management and financial planning to individuals, trusts, retirement plans and business owners. The firm offers portfolio management plus cash-flow and tax planning, retirement and estate planning, education funding and insurance review, and typically charges fees based on assets under management, hourly engagements or fixed fees. The firm follows a buy-and-hold, asset-allocation approach, using mutual funds and exchange-traded funds as primary investment vehicles while employing fundamental and statistical analysis to select investments and rebalance portfolios periodically. DWM accepts limited trading discretion, may include individual securities at a client’s request, and uses custodians such as Interactive Brokers and, for some accounts, a wrap-fee platform to execute and manage accounts. Although DWM describes itself as a fee-only advisory firm, the principal operates an affiliated insurance brokerage that offers commission-based property/casualty and life and health insurance, with those services maintained as a separate entity and disclosed to clients. The brochure also discloses a broader set of trading capabilities—including margin, option writing and short sales—than is typical for a small advisory practice, and the firm manages a relatively small roster of clients and assets in the low millions.

To learn more about the advisors currently working at Davison 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.