We provide financial advice and financial planning to individuals, families, and businesses in Davidson, Lake Norman, Charlotte NC, and across the nation.

At Davis & Davis Financial Partners, what's important to you will always be important to us. 

We help clients make smart and educated choices with their money. As experienced financial professionals, we can: 

  • Help you clarify and define your financial goals
  • Recommend solutions that fit your needs
  • Help you invest and save for your future by creating a financial plan customized for your vision - forged by asking the right questions and applying the right answers. All supporting the belief that, with the right financial advisor, you can live the lifestyle your've worked for.
  • Make investment planning easier
  • Monitor your financial progress and make sure your plan is always updated to align with your goals

We invite you to learn more about our firm and our team.

If you have any questions or if you'd like to schedule a free consultation with a Sr. Financial Planner, please call us at 704-892-2226, 855 -8WEALTH or e-mail us, kdavis@davisanddavisfinancial.com or ddavis@davisanddavisfinancial.com. We will be happy to help.

 

Kenneth Davis, Diane Davis, Davis and Davis Financial Partners, Davidson NC