Certified Financial Planner For Amherst Locals
Our financial services in Amherst are intended to help you discover your long term financial goals. Using a concierge-style approach, we work with our Amherst financial planning clients to create a comprehensive plan that aligns with who you are, what you have, and what’s important to you. We revisit and revise your plan over time to make sure you not only achieve your financial goals but build confidence, clarity, and a legacy along the way.
Deep Connection to Amherst
We are more than just Amherst financial advisors; we are your colleagues, committee members, and neighbors. The team at The Davis Financial Group truly lives a values-based lifestyle with our involvement in the greater Amherst community.
Allen Davis, CFP/Managing Partner of The Davis Financial Group, Allen lives in Amherst with his wife, Dr. Judy Davis, a family therapist and author. They have two sons — Lou, who is a partner of the firm, and Eric, a playwright, composer, and software specialist. Allen adores his three grandchildren, Asher, Izzy and Margo Lilly, who is continuing the family legacy of growing up in Amherst, MA.
Joanna Ballantine, Financial Services Representative at The Davis Financial Group, has been a long-time resident of Amherst, MA, and is an Amherst Regional High School graduate. She currently resides in Amherst with her husband Clay, their teenage son Caleb, and their Bernese Mountain dog. Her daughter, Hannah, is currently attending Hampshire College.
Ellen Carey, Client Relationships Manager and Business Development Coordinator at The Davis Financial Group, is also a native resident of Amherst with her husband, Mike.
Involved in the Amherst Community
Our ties to Amherst go beyond our services offered.
Joanna spends her recreational time volunteering on countless committees, boards, and organizations. Joanna is an active member of the Jewish Community of Amherst, Amherst Neighbors, The Biodynamic Farmland Trust, and the Jewish Federation Women’s Philanthropy Committee. Joanna’s children also attended the Lander Grinspoon Academy in Amherst and the Hartsbrook School in Hadley, MA.
Ellen is a third-generation member of The Rotary Club of Amherst and has proudly served for over 23 years. For the last 20 years, Ellen has dedicated her time as The Rotary Club Secretary and carried on her family's legacy within the community.
The Davis Financial Group and its team are key members of the Amherst Chamber of Commerce. We believe that as financial advisors, we should be actively involved in the businesses and communities, as well as with the people in the areas we serve.
Values-Based Financial Planning for Amherst
Above all, we take pride in our connection to Amherst as financial advisors and community members.
Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please contact us or give us a call at 413.584.3098. We look forward to hearing from you!
Get In Touch With Us
Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please fill out the form below, email us or give us a call at 413.584.3098. We look forward to hearing from you!