The Latest News
Read the latest news about the region’s leading independent advisory firm, including additions to our growing team and recognition from respected sources covering the financial industry.
R.M. Davis Promotes Community Service with Companywide Volunteer Day
November 8, 2023
R.M. Davis team members trade office meetings for shovels and boots for firm's 2023 Day of Service
R.M. Davis Announces Key Senior Leadership Promotions
February 21, 2023
R.M. Davis, the largest private wealth management firm in northern New England, has bolstered its leadership team with officer promotions across multiple departments.
MaineBiz: Business of Life
February 20, 2023
"We've grown in a deliberate and meaningful way." —Geoffrey Alexander, CEO