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.
Meet the Team
At The Davis Financial Group, our team is a diverse assembly of professionals dedicated to guiding clients toward financial clarity and success. Led by Managing Partner Allen Davis, CFP®, whose background in the arts and humanities informs his holistic approach, we focus on helping clients align their finances with their life goals. Our team brings a wealth of experience across finance, education, business, and research—allowing us to provide thoughtful, values-based financial guidance.
We’re a team of problem-solvers, educators, and strategists who have spent time in classrooms, boardrooms, and even the music and film industries. Together, we combine deep expertise with a personal touch to help clients work towards financial futures that are both secure and meaningful.
Are You a Solo?
- Age 50 or older?
- Currently single (widowed, divorced, separated, never married, or don’t have a life partner)?
- Don’t have adult children who could provide help as you age, when needed?
The Soloist is a Newsletter that Addresses Your Needs. As Solos grow older, they need a plan for realizing their hopes, meeting their needs, and dealing with the challenges that often come with aging. That’s true for anyone, but it’s especially important when you’re a Solo. If you don’t have a plan, other people will have to make decisions for you, without any clue as to your preferences or wishes.
Welcome to The Soloist, a newsletter from Davis Financial Group, where we share information, expertise, interviews, and stories to help Solos live well, take good care of themselves, and make wise choices for their future.
Available Now! Financial Planning for Solo Agers: Manage the Six Hazards and Thrive
Since the launch of The Soloist newsletter in 2000, we've posted more than 30 articles on what it takes to age well as a Solo. Available now on Amazon, Financial Planning for Solo Agers: Manage the Six Hazards and Thrive is a reflection on aging solo by the authors of The Soloist.
Latest Article
Financial Planning for Solo Agers: Manage the Six Hazards and Thrive by co-authors Allen Davis and Mary Young is available now on Amazon Read more … The Financial Planning for Solo Agers Book is Here!