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UNDERSTAND

We provide you with the knowledge, vision, and tools you need to make good decisions.

PROTECT

We identify and help mitigate potential risks.

GROW

We offer wealth building solutions to power your financial plan, and your future.

VALUE

We help you balance financial realities with personal fulfillment, giving, and joy.

SHARE

We support your intentions and ability to share your wealth in meaningful, lasting ways.

CONNECT

Now that you know more about us, we’d love to learn more about you.

The Davis Financial Group

Values-Based Financial Planning and Wealth Management

We get it. And together, we’ve got this.

Decisions about money can be complicated. At The Davis Financial Group, we understand that financial planning is part empirical, part emotional, and all about making sure you feel confident and in control of your assets and your future. Using a concierge-style approach, we work with clients to create a comprehensive plan that aligns with who you are, what you have, and what’s important to you – revisiting and revising over time to make sure you not only achieve your financial goals, but build confidence, clarity, and a legacy along the way.

The Davis Financial Group

We get it. And together, we’ve got this.

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    Whether our clients live alone or with a partner, or are worried about one day living without the partner they have depended on, we want them to feel that they are NOT IN IT ALONE, that they can depend on us as coaches who will help them make good decisions, and coordinate a team of advisers and specialists to help them navigate the challenges life will throw their way.

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    We want our clients to overcome their pessimism, fear, and insecurity and reach toward a level of OPTIMISM that often shocks them – “I’m going to be alright -- who knew?!” Without illusions, we hope that our work together leads toward a recognition of what can be controlled, that risks are being faced and addressed squarely, and that there are things they can do to help them live the life they want to live.

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    For folks who might begin by saying, “I don‘t know anything about this stuff,” or “my partner handles all that,” we’re thrilled when they reach a place where they actually feel SMARTer about money than they thought possible. We want to make the basic elements of financial planning accessible to our clients. Not Ph.D. level, but basic things they never learned in school or from their parents. We’re very good and patient teachers, and there are no exams! No one has ever flunked!