Davis Wealth Advisors
Are you looking for an advisor who can help you make
decisions today with confidence, knowing that spending today won’t mean saying no
to something more important down the road?
Do you want someone who can keep you on track to meet your financial goals and free up your most precious resource, TIME, to spend it on what matters most to you?
We will act as your personal CFO. Our financial life planning process will help you organize your financial life, clarify your personal and your family’s goals, and create a plan to achieve your dreams. As new opportunities come up, we will be your thinking partner to model decisions so you can move forward with confidence. We believe your spending and investing should be aligned with your values, and will help you develop a strategy you are excited about. We look at the big picture, advising on everything from tax planning and investment management to charitable giving. If you are a business owner, we understand that your business is probably your biggest and best investment. We will work with you to understand your long-term strategy, whether it be to generate income, transition leadership to the next generation, or sell to achieve your dreams.
We are a fee-only financial life planning firm and charge a flat fee based on the complexity of the services we are providing to you. What does this mean to you? It means you pay us for the advice we give you and the services we provide, not as a percent of the wealth you have accumulated. Call today to schedule a “Get Acquainted” meeting and see if we can help you create clarity and peace of mind around your financial life.