Planning with Purpose. Investing with Integrity.
In times of economic uncertainty, you deserve a clear voice and a steady hand. The Davis Financial Group helps clients see the full picture and move forward with clarity.
We bring structure to your financial life through personalized financial planning and experienced asset management. We listen closely, offer context and support, and create financial strategies built around what matters most to you.
How We Work
At The Davis Financial Group, our main goal is always to help you understand how the dots connect so that the emerging financial picture makes sense to you – and for you. This requires an understanding of the empirical data related to your estate, investments, legal and tax matters, but just as importantly, the emotions and history tied to these issues.
We then take these threads related to cash flow, wealth management and preservation, and lifestyle and legacy to stitch together a context that informs decisions large and small and helps you stay on track financially for the long term. Our approach is designed to demonstrate how all the pieces of one’s finances are interconnected. Our software allows us to delve into different scenarios so our clients can clearly see how decisions today affect tomorrow.
What We Offer
- Retirement savings and income strategies
- Investment strategy development and portfolio review
- College and education funding
- Tax planning and gifting strategies
- Estate, legacy, and philanthropic planning
- Inheritance, divorce, and family meeting facilitation
- Expense analysis, budgeting, and cash flow projections
- Risk management and insurance planning
- Real estate review and succession planning for business owners
The Davis Financial Group
Values-Based Financial Planning and Wealth Management
We get it. And together, we’ve got this.
Our team brings together deep financial expertise with real-world experience in education, business, research, and the arts. We’re more than credentialed professionals, we're collaborative partners, attuned to your needs. We bring not just credentials, but care.
Asset Management vs. Financial Planning
Many clients come to us with experience working with investment managers, but without a clear financial plan.
Asset management focuses on how your money is invested. Financial planning helps you understand how decisions around investments, taxes, insurance, and estate planning all work together in support of your goals.
We offer both, with a focus on integration and education.
Hadley, MA
Get In Touch With Us
Let’s talk about how we can help you achieve your financial goals and live the life you desire and deserve. To set up a complimentary consultation, please fill out the form below, email us or give us a call at 413.584.3098. We look forward to hearing from you!
10 Bay Road, Hadley, MA 01035
Mon-Fri: 9:00 AM - 5:00 PM
Sat & Sun: By Appointment
CRN202605-4360783