DISCERNING INVESTORS AND FAMILIES DESERVE A WEALTH MANAGEMENT PARTNER WHO THINKS AND ACTS IN DECADES, NOT DAYS.
R.M. Davis was founded to offer straightforward advice to help families understand and manage the complex issues of wealth.
We provide independent investment counsel, comprehensive financial planning, and, above all, an extraordinary level of personal service to help you enjoy your rewards, navigate risks, and fulfill your vision for every stage of life, as well as the legacy you leave to future generations.
Explore the topics below to learn if R.M. Davis might be the right partner for you.
We started R.M. Davis in 1978 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.”
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.
R.M. Davis is proud to have been named to the 2021 CNBC Financial Advisor 100 list, which recognizes investment advisory firms across the U.S. that “best help clients navigate their financial lives.”
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.
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
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.