Helping you turn your vision into reality.
True wealth management is about more than where, how and when to invest. At R.M. Davis, we provide value in helping you make decisions that will support your vision for the future—from advising on everything from funding your dream home to crafting a winning exit strategy for your business to establishing a comprehensive estate plan. Which is to say, if it’s part of your vision, we’re here as a resource to help you achieve it.
Our clients include affluent individuals and families, and select organizations with compatible philosophies and objectives. Whenever feasible, we work in collaboration with your other advisors, such as attorneys and accountants.
We have grown to be the largest independent financial advisory firm in northern New England because of our commitment to serve each client’s need with integrity and professionalism. We continuously strive to improve in everything we do, while keeping in mind these five core values:
LEARN MORE ABOUT WHAT SETS R.M. DAVIS APART:
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.
The R.M. Davis Experience
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.
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.
Giving Back to Our Communities
R.M. Davis is committed to improving the quality of life in communities where we work and live. Last year, our employees actively volunteered, participated on boards, and supported over 70 non-profit and charitable organizations whose missions ranged widely—from human services to education and the arts, in Maine, New Hampshire and beyond
The Latest News
Meet the newest members of our growing team, read our public comments on financial issues, and learn what else is new at the region’s leading independent advisory firm.