Robert M. Davis, Founder
R. M. Davis offers you full service wealth management which includes investment, financial counsel, trustee services, and personal affairs management.
Founded in 1978, with offices in Portland, Maine and Portsmouth, New Hampshire, we provide independent financial advice and a wide range of problem-solving services to clients throughout New England and across the country.
Our clients include affluent individuals and families, and select organizations whose philosophies and objectives are compatible with our services.
A core value of our firm is our commitment to you, our client. We define excellence by delivering to you timely services with integrity and professionalism.
Simplifying your life as you accumulate, protect, and transition your wealth is achieved by enlisting our comprehensive approach to financial management. In order to solve a problem or develop a plan to meet an objective, we work closely with you and, if possible, your other advisors, such as attorneys and accountants.
Our mission is to become your trusted partner while building a long-term relationship with you.