A Deep Connection to Northampton
We are more than just investment advisors; we are also your Northampton neighbors and we will always treat you like part of our family.
Lou Davis, Financial Planner and Advisor at The Davis Financial Group, proudly calls Northampton Massachusetts home. Lou has been a Northampton resident for the past 25 years and raised his family in the local community. His children attend Northampton High School, and the family band (known as Family Davis, Jr.) that his wife Jen and his two teenage sons formed have played at Northampton’s annual Transperformance event to raise money in support of the arts in local public schools.
Involved in the Northampton Community
We pair our values-based financial planning process with our personal and professional involvement in the Northampton community.
Outside of his financial role, Lou volunteers his time serving on numerous boards and committees in the Northampton community. He is past president of Lander Grinspoon Academy Board of Directors, and serves on various local boards and committees, including the Northampton Chamber of Commerce, Cooley Dickinson Healthcare, and Congregation B’nai Israel.
Beyond her financial representative role, Joanna Ballantine, Financial Services Representative at The Davis Financial Group, is on the Board of the Kestrel Land Trust, which serves the entire region, Cooley Dickinson Hospital’s Development Committee, and the Trustees Statewide Advisory Board, which serves the Pioneer Valley and beyond.
The Northampton Community Musician
As a values-based financial planning group, we pride ourselves on our commitment to community involvement. One of the organizations that we are actively involved in is the Northampton Community Music Center.
Allen Davis, our managing partner, is on the NCMC Board and spends his free time contributing to The Community Musician blog. In addition, Allen is on the Northampton Jazz Festival Advisory Board as well as the Valley Jazz Network Leadership Team.
Values-Based Financial Planning for Northampton MA
Above all, we take pride in our connection to Northampton as financial advisors and community members.
We work with local clients to create comprehensive plans that align 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.
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!