Our Role

Our financial professionals help people make smart choices about their money.  We work with people helping them with their overall financial planning.  Our clients:

  • Are open minded
  • Care for their family and community
  • Want to simplify their life by delegating their financial matters to competent, trustworthy professionals
  • Enjoy life
  • Are serious about making educated decisions with their money
  • Have PMA = Positive Mental Attitude

We meet with prospective clients and find out what is important to them.  We then develop a strategy that will help them pursue their goals and live the lifestyle they desire.

If you would like to set up a free consultation with a Sr. Financial Planner, email kdavis@davisanddavisfinancial.com, ddavis@davisanddavisfinancial.com or call 704-892-2226.