Asset Management for Every Phase of Your Life

We provide fiduciary standard asset management, divorce planning & tax services.

Asset Management for Every Phase of Your Life

We provide fiduciary standard asset management, divorce planning & tax services.
Our Professional Services

Tax Preparation & Planning

We host a network of CPAs & EAs to support our client’s tax needs. From tax preparation & planning, bookkeeping & resolution services we can provide expert service at an affordable cost. 

Tax Planning Services

Planning and Asset Management

Our combined experience & expertise will allow you to invest with confidence as we maintain, rebalance & manage your portfolio.

Asset Management

Divorce Planning

As a Certified Divorce Financial Analyst, CDFA®, I have special training to support you and your attorney during this critical time.

Divorce Planning Services

Enrolled Agent, Registered CDFA®, Founder of Davis Financial, LLC

Joseph A. Davis, EA, CDFA®

I am the owner & founder of Davis Financial LLC – a Fee-Based financial planning firm from Ogden, Utah. Davis Financial LLC has been independent since 2015 and affiliated with Securities America & BEAM Asset Management, a Registered Investment Advisor. As an independent firm, Davis Financial is able to access world-class platforms & custodians such as Fidelity, TD Ameritrade & Charles Schwab.

See More About Us

75% of Americans agree they would benefit from having basic financial education and information

Learn how we help our clients gain a high level of confidence, clarity, and control over their personal finances.
(Source: The National Foundation for Credit Counseling)

Planning and Asset Management

75% of Americans agree they would benefit from having basic financial education and information

Learn how we help our clients gain a high level of confidence, clarity, and control over their personal finances.
(Source: The National Foundation for Credit Counseling)

Recent News From Davis Financial

Retirement Planning – 5 Reasons Why You’ll Never Retire

When I ask people how they envision their retirement, especially younger individuals, they struggle with that question. Envisioning retirement can be different for a lot of people. For me, I absolutely love every minute of what I do. I cannot see myself retiring completely, at least not at this point.

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Three Steps to Achieve Financial Independence

What’s worse is that eight years after 2026, in 2034, social security is slated to become insolvent. Unless, of course, the government makes another announcement and tells us that the cheese has moved again, and we will be less secure than we thought we were even just a year ago.

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5 Favorite Passive Income Ideas

Do you know what I fear more than losing money? I’m afraid of lying in my bed when I’m 85 years old, staring at the ceiling in my rest home & asking, “Why? Why did I not even try?”  I would be willing to lose everything 1000 times over rather than have that happen to me. How about you?

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Professional Associations & Custodians

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Let's start mapping your financial future!

Davis Financial LLC

A fee-based financial planning firm servicing Ogden, Utah. We strive to understand your goals, help you manage your retirement planning, guide your overall wealth strategy and help minimize your tax liability through a long-term and trustworthy relationship.

Get in Touch

Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It

Copyright © 2018 Davis Financial. All Rights Reserved. Site by Jolly Creative Agency.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Joseph Davis, Registered Representative. Tax services provided by Tax Smart Pros. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Tax Smart Pros, Fit Divorce Planning and Securities America, Inc. are separate, unaffiliated entities. CA Insurance Lic. #0I00447.