meeting you where you are in life.
At R.M. Davis, we understand that meaningful wealth affects many aspects of your life—not just your portfolio. Whether it's sitting at your kitchen table helping organize your finances, or discussing legacy planning at your summer home, we’re committed to putting you first and tailoring our approach to match your individual needs and aspirations. We provide the personalized guidance and support that you need, wherever you are in life, to ensure you feel confident about your financial future.
Being independent and locally owned since 1978 means we’ve spent decades earning trust, building deep connections, and making decisions close to home. We pride ourselves on meeting our clients where they are in life— exceptional client service is at the center of what we do, revolving around a personalized, relationship-driven approach with a long-term commitment to our clients’ financial well-being. It’s that simple.
OUR STORY
Independent Fiduciaries Since 1978
R.M. Davis was founded with one overarching goal: to offer straightforward, uncomplicated, and most importantly, unbiased financial solutions, leveraged on a foundation of integrity and trust. This goal continues to drive our firm to this day.
WHY R.M. DAVIS
What Sets Us Apart
Our advisory services are independent, objective, and personalized. We understand that being locally owned and independent allows us the organizational stability needed to provide timely, unbiased advice in the best interest of our clients over the long term.
ADVISORY SERVICES
How We Work With You
Our focus is on what truly matters to you—meeting you where you are in life and tailoring our approach to match your individual needs and aspirations. Through this collaborative, results-driven approach, your advisor will become an extension of your family, working to ensure your financial legacy.
GET TO KNOW US
Our People
At R.M. Davis, we’ve assembled highly educated and experienced individuals into a disciplined team, guided by core values and tested methods. Our team includes investment managers, an internal team of investment research analysts, financial planners, lawyers, trustees, and accountants.
BUSINESS OF LIFE
Financial & Advisory Expertise
Meaningful wealth creates complex needs. The breadth of our offering includes:
- Investment Management
- Trustee Services
- Estate & Tax Strategies
- Retirement Planning
- Social Security & Medicare Planning
- Education Funding
- Gift Planning
- Risk Management
LIFE STORIES
The R.M. Davis Experience
The best way to learn what R.M. Davis can do for you is to read what we’ve done for other clients. These stories describe some of the complex challenges we have helped actual clients resolve. We invite you to call to discuss how we can develop strategies for you to managing your wealth.