HELPING YOU MANAGE THE BUSINESS OF LIFE.
Meaningful wealth affects many aspects of your life—not just your portfolio. As an R.M. Davis client, you have access to expert advisory services that go well beyond investment management—from retirement, Social Security and Medicare planning to education funding, insurance analysis, trustee services, and more. So you get the experienced counsel you need to confidently navigate risks, enjoy your rewards, and take advantage of opportunities as they arise—all with an extraordinary level of personal service.
In short, we offer an unmatched depth of resources to help you manage the complex business of your life.
Independent Fiduciaries Since 1978
R.M. Davis was founded with one overarching goal: to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing investment counsel and financial planning services. Today we can look back and say, “Yes, we have been, and continue to be, true to our goals and principles.”
WHY R.M. DAVIS
What Sets Us Apart
At R.M. Davis, we’ve assembled highly educated and experienced individuals into a disciplined team guided by core values and tested methods. Meet our management and staff who all pull together to meet each client’s varied needs—financial and otherwise.
How We Work With You
We’re dedicated to your success. What you’ll experience is a collaborative, results-driven relationship with a focus on your needs, aspirations and goals. Your Advisors will become an extension of your family. We are there when you need us and work tirelessly to ensure your financial legacy.
GET TO KNOW US
At R.M. Davis, we’ve assembled highly educated and experienced individuals into a disciplined team guided by core values and tested methods. Meet our colleagues, who all pull together to serve each client’s varied needs—financial and otherwise.
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
- Integrated ESG Investment Research
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 and opportunities we have helped actual clients resolve. We invite you to call to discuss how we might apply similar strategies to managing your wealth.