Dream it. Plan it. Live it.

A FINLEY DAVIS WEALTH MANAGER MANAGES for your goals, not just your money.

At Finley Davis, we do things a little differently. You will be matched with a financial planner who is concerned about you. Your planner will listen to you and will commit to your goals and what you want out of this one life. Once we know you, we access all the solutions at our fingertips, to create an intelligently designed personalized plan for your unique needs.

Our independent financial group has the flexibility of providing solutions that are not bound by a large corporate structure. This gives our firm the opportunity and flexibility to offer services and strategies that create a “one-of-a-kind” portfolio for your financial success. We look at the whole investment picture. Insurance, banking, legal, tax strategies, estate planning, and investments - we understand what will work best for you and your goals.

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What do you want? What are you concerned about? Do you want to live comfortably through your retirement years? Do you want to pay for your grandchild’s college education? Do you want to buy a second home? Whatever YOUR goals are, we will help you articulate them, and we will work with you toward achieving them.

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What are your goals for your business today and in the future? Who is helping you look after these goals? Our business is your business - your financial planner will help you make decisions based on sound investment strategies. We will be part of your team, working with you toward the best possible outcome.

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Our most affluent clients need strategies to both protect and increase their wealth. We understand that wealth management is more than asset allocation. We work in a consultative manner to understand you, your life, and all the complexities that come with it. Our owner and most experienced financial planners combine all of the products and services at our disposal with sophisticated advice and a detailed, goal-oriented plan.

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CALL your Financial planner first

A Finley Davis Financial Planner helps you build an overall portfolio that combines solid investment advice with innovative insurance and tax solutions that are the right strategy for you - and only you.

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