We offer wealth building solutions to fuel your financial plan, and your future.
Informed by the financial plans we create for each of our clients, the Davis Financial Group provides wealth management and general investment guidance, regardless of where the investments are held. Diversification, cost-effectiveness, and discipline are fundamental to long-term investment success, and we believe your individual needs, risk tolerance, and goals should determine appropriate asset allocation strategies, not market volatility and other outside influences. It all comes back to the primacy of the plan, and its ability to point the way. And no two pathways are ever the same, because each client’s plan is personalized from the start.
A range of solutions.
If you choose to have us manage all or some of your investments, we have many solutions to offer. These include no commission, low-cost, ETF (Exchange Traded Funds) and mutual fund-based portfolios, as well as a range of actively managed and hybrid strategies.
Custom portfolios.
We work in collaboration with highly rated institutional and boutique investment partners such as Vanguard, Brinker Capital, BlackRock, Fidelity, the Envestnet gateway to a multitude of ETFs, mutual funds, individual securities, and separately managed accounts, BNY Mellon, Morningstar Managed Portfolios, and the MassMutual Trust Company, among others.
Commitment to low fees.
Our commitment is two-fold. First, all our clients engage in a financial planning process with us, yielding valuable insights that inform investment management, allowing us to keep associated fees low. Additionally, we know that fees can present one of the greatest headwinds against portfolio growth, so we make it a priority to identify strategies that are both affordable and in your utmost best interest by looking at various options to try to achieve investment goals while reducing overall costs.