Davis Financial Management Inc Information

DFM is committed to building long-term client relationships. Most of our clients have comprehensive needs and an ongoing need for investment advisory services. While an initial financial planning consultation provides tremendous value, including designing a customized step-by-step roadmap for financial freedom, the key to anyone's continued success is the ongoing management of the plan. Unlike some advisory firms that sell a product or service to generate an upfront fee and consider their job done, DFM is dedicated to the continued success of our clients throughout the cycles of their financial life and seeks motivated, committed clients with these same values. Our low client-to-advisor ratio helps ensure our clients have direct access to their advisor. We feel this direct contact with our advisors provides for better communication and allows us to accomplish our mission of developing closer, personal relationships with our clients.