The right financial guidance can take you places.
It’s easy to worry about money and the future. Without a plan that matches your values and goals, money can cause a lot of frustration and concern. We come to work everyday to turn frustration into clarity and confidence.
Who We Serve:
Our job is to keep you on track for your financial goals.
So you can live the life you want.
Couples in and near retirement
Professional and young families
Three generations of financial guidance.
One family committed to yours.
Experience
Technology
Confidence
Meet the team ready to serve you.
Steve Davis, CFP®
Owner & Financial Advisor
For over 25 years, I’ve worked with couples in or nearing retirement. With so many financial pieces, it’s hard to feel like you have it all figured out. My job is to guide you to confidence in your retirement.
Paul Davis
Financial Advisor
As a teacher at heart, I want to help you understand how to manage your money today and plan for your road to retirement in the future. I work with professionals and young families to do exactly that.
Jaime McDuffie
Client Service & Administration
Jaime McDuffie is the friendly voice and organized support behind the scenes at Davis Financial. She focuses on client service and administration, ensuring day-to-day processes run smoothly.