Broker Check

Robert Davis, CFP®

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.

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