Financial Compass

I am Robert Davis, a trusted guide helping people from all walks of life plan their path forward. For nearly two decades I’ve worked with smart, capable individuals with little time or interest in sorting through an increasingly complex financial landscape. Whether you are saving for your first home, planning for your child’s college education, trying to get out of debt, or building wealth for a secure retirement, you will never find another financial advisor who will take more of a personal interest in your financial future or will do more to help you achieve your financial goals than me.

As a fee-only fiduciary, I have no incentive to select investments that pay commissions nor do I not sell any proprietary products; but I do take a legal oath to always act in your best interest. My job is to get to know you – your thoughts, your challenges and your dreams in order to create a customized financial strategy that addresses all of the unique aspects of your financial situation. I’ll always deliver honest, objective advice while assisting you along life’s journey.

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7510 Market Place Dr Eden Prairie, MN 55344-3687 Phone: (952) 921-2121

Primary Office

7510 Market Place Dr Eden Prairie, MN 55344-3687 Phone: (952) 921-2121