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The Davis Financial Group Navigator Newsletter

The Davis Financial Group Strengthens Expertise with Newly CFP® Certified Team Members

February 21 2025

Hadley, MA

The Davis Financial Group is proud to announce that Michael Brown and Margaret Moore have obtained their CERTIFIED FINANCIAL PLANNER® certification, reinforcing the firm’s commitment to providing the highest standard of financial planning services.

Brown, who has been a valued member of The Davis Financial Group since 2022, brings his decades of experience as an educator and school administrator to his role as a CFP® professional. His expertise in building relationships, clarifying complex ideas, and guiding individuals through important decisions makes him a trusted advisor to clients.

 

 

 

Moore, a dedicated Financial Planner and Advisor, helps clients navigate their financial lives with clarity and confidence. Moore has received her CFP® certification and continues to provide thoughtful, personalized strategies to support clients in working towards their financial goals.

The CFP® certification is widely recognized as the gold standard in financial planning, requiring extensive coursework, a rigorous examination, and a strong ethical commitment. With this credential, Michael and Margaret further enhance The Davis Financial Group’s ability to offer comprehensive, client-centered financial guidance.

For more information or to schedule a consultation, visit www.davisfinancialgroup.com or email info@davisfinancialgroup.com.

About Davis Financial Group

The Davis Financial Group is a family-owned financial planning firm based in Hadley, MA, specializing in holistic, relationship-based financial solutions delivered through a unique, ongoing partnership model. For more than 20 years, the firm has been helping individuals, families, and businesses navigate financial challenges with evidence-based strategies and a client-centered approach, helping them to understand, protect, value and share their assets in a values-aligned manner.

Contact Information:

The Davis Financial Group
10 Bay Road, Hadley, MA
(413) 584-3098
info@davisfinancialgroup.com
davisfinancialgroup.com

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

CRN202802-8177138


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10 Bay Road
Hadley, MA 01035
Office: (413) 584-3098
info@davisfinancialgroup.com

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

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