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.
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)
Throughout the past two and a half months I have continued to ask myself, did we jump off a financial cliff? The answer was no. How did I know? The answer, while somewhat complex, is profoundly simple.
Deciding when to exercise your company stock options should be based on more than your gut feeling about a potential market price peak.
Having a long-term financial plan gives your logic a leg up over your emotions during times of market volatility.
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.
Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It
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 Davis Tax & Associates. Advisory services offered by Beam Asset Management. Joseph Davis, Investment Advisor Representative. Davis Financial LLC, Beam Asset Management, Davis Tax & Associates, Fit Divorce Planning and Securities America, Inc. are separate, unaffiliated entities. CA Insurance Lic. #0I00447.