A complete list of active advisors currently associated with Terrance P Davis Cpa/Pfs

Warmer can help you find a great advisor at Terrance P Davis Cpa/Pfs or one who fits your needs even better.

Terrance P. Davis CPA/PFS provides fee-only comprehensive financial planning and investment advisory services to individuals and small business owners, with a client base concentrated among pre-retirees and retirees. The firm is a sole proprietorship led by a CPA/PFS and includes income, estate and gift tax consultation and tax return preparation as a routine part of practice. The firm follows a systematic planning process that defines client goals, analyzes accounts, and delivers written recommendations, favoring modern portfolio theory, asset allocation and low-cost index or passively managed funds. It implements advice on a primarily non-discretionary basis, working with clients to execute recommendations and offering annual monitoring, rebalancing, tax-loss harvesting and performance benchmarking. Compared with many independent advisory firms, this practice operates as an accounting-led advisory (CPA/PFS) and does not use percentage-of-assets-under-management billing, instead relying on fee-only hourly or project arrangements and declining custody or performance-based fees. Approximately one-fifth of the firm’s business involves tax-related services, and the principal reports investing personal assets in the same index funds recommended to clients.

To learn more about the advisors currently working at Terrance P Davis Cpa/Pfs, 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.