Founded in 2003 by Andy Davis, Davis Wealth Management, LLC is an independent, fee-only registered investment advisor (RIA). The firm operates under a fiduciary standard, meaning they are legally and ethically obligated to act in their clients' best interests. They provide comprehensive wealth management services, including financial planning, investment management, retirement planning, and specialized advice for business owners and women in transition, without earning commissions on product sales. Their mission is to offer objective, tailored financial guidance to help clients navigate their financial lives with confidence.

Founded in

United States