Profile

"The most important aspect of successful comprehensive financial planning is identifying and understanding everything that touches our lives financially. Through a detailed analysis of our client's financial information and joint collaboration with our clients, DFM has the ability to assemble each piece of our client's financial puzzle and help them make decisions to most efficiently meet their financial planning and life goals."

Matthew W. Davis CFP®, CPA, is the Founder and President of Davis Financial Management, Inc. (DFM) located in Leawood, Kansas. After consulting with many individuals who had previously received very poor or no financial advice, he identified the need for advisors who could provide quality, fee-only, independent, financial guidance. Matt founded DFM to fill this role for individuals seeking financial independence.

Matt believes that providing services through a fee-only arrangement gives clients peace of mind in the knowledge that the advice provided is not compromised by conflicts of interest. Since DFM receives no commissions, fees, or kick-backs and does not participate in soft-dollar arrangements (the receipt of brokerage research, services or products), clients can rest assured our recommendations are provided solely to help them most efficiently and effectively meet their goals.

Prior to founding DFM, Matt started his career by developing his business and financial planning skills at an international accounting firm followed by five years at a fee-only planning firm. Matt spent over eight years at the international accounting firm of KPMG, LLP. As a senior audit manager with KPMG, Matt worked extensively in the financial services industry with numerous banking, thrift, mutual fund, investment management and investment banking clients. His main duties consisted of overseeing the planning, execution, and reporting of audits for both public and private companies. Matt's other responsibilities with KPMG included a one-year international assignment, a tax department rotation, communication of audit results to boards of directors and audit committees and the development of accounting and tax solutions for his clients.

In 2002, Matt joined Cain Watters & Associates, providing personal and business financial planning services to self-employed individuals, primarily dentists and health care professionals. These financial planning services included retirement planning, investment analysis and advice, pension structuring, tax planning, asset protection review, estate planning, business valuations and practice transitions. As an advisor to 100 clients across the United States, Matt gained an appreciation of both the opportunities and challenges facing small business owners and has leveraged these experiences to develop proven solutions for DFM clients.

Matt graduated magna cum laude from Kansas State University with a Bachelor of Science in Business Administration as an Accounting Major. He also received a Masters of Accountancy from Kansas State University. Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).

Matt lives in Overland Park, KS with his wife Karen and their two sons, Luke and Matthew, and their two daughters, Grace and Ali.