Providing Direction For Your Financial Future

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Our Mission

Our mission at Davis Financial Management, Inc. (DFM) is to develop personal relationships with our clients, allowing us to provide better advice that is more closely aligned with each client's goals and objectives. Because we invest the time to get to know and understand each client as an individual, our clients recognize DFM as a trusted partner and the first contact when making important financial decisions.

Our Commitment

Our commitment to our clients is to provide exemplary customer service, to pay attention to detail, and to do what's right--always. Our timely, objective, understandable advice provides our clients the peace of mind that comes from knowing that the choices they make as they progress throughout the different stages of their financial lifecycle are the best choices for them.

Our Services

DFM provides fee-only comprehensive financial planning, investment advisory and consulting services to individuals and businesses. We receive no third-party commissions, and that ensures that our advisors have no conflicts of interest that could influence their recommendations. Our clients can always be assured the advice we provide is truly in their best interest, empowering them to make the best decisions possible when planning their financial future.

Our Affiliations

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