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

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
Financial Planning in the Sandwich Generation

Financial Planning in the Sandwich Generation

While it’s true that retirement accounts can be used to save for college, there may be negative consequences to doing so. It’s best to talk with a financial professional to determine the appropriate course of action and to make sure you’re on track to meet your goals.

read more
Matchmaker: Maximizing Your Employer 401(k) Contributions

Matchmaker: Maximizing Your Employer 401(k) Contributions

A 401(k) isn’t the only option for retirement, but it’s definitely one of the most attractive. In many cases, it offers free money and is relatively easy to roll over when you change jobs. A financial professional can help you prepare for retirement with a 401(k) that fits your current investment style and stage in life and adapts to changes in career or investment styles.

read more
Splitting Retirement Nest Eggs During Divorce

Splitting Retirement Nest Eggs During Divorce

Qualified plans, such as 401(k), profit sharing, defined benefit pension and money purchase pension plans, have defined benefits or defined contributions. A qualified domestic relations order, or QDRO, is required when dividing qualified plans.

read more
Professional Associations & Custodians

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Let's start mapping your financial future!

Davis Financial LLC

A financial services firm servicing clients across 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

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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.