About UsBuild confidence knowing that we are on your side
Why Work With Us?
As your income grows and your financial needs become increasingly complex, it’s likely that you will need more comprehensive services from your Financial Professional. Typically, you’ll need more than brief recommendations on which stocks or mutual funds to buy. Rather, you’ll need a Financial Professional who understands your goals, can help you manage your retirement planning, can guide your overall wealth strategy and help minimize your tax liability. You want a long-term relationship with a trusted, experienced Financial Professional who can review your unique needs and goals, and provide comprehensive strategies for your personal situation.
Our philosophy is that to provide you with this kind of comprehensive investment service, a fee based model serves our clients better than a commission-based model.
Managing Partner at Davis Financial LLC
Joseph A. Davis, EA, CDFA®, BFA™
With over 16 years in the financial services industry, Joe knows his stuff. A serial entrepreneur – Joe is the managing partner for Davis Financial LLC, F.I.T. Divorce Planning, Davis Tax & Associates & is the administrator for Find a CPA Today. Joe is a CDFA®, BFA™, and an Enrolled Agent. When Joe isn’t obsessing over his work – you can find him at home, playing with his children & probably mowing his lawn. CV is available upon request.
As a CDFA®, Joe specializes in the art of divorce financial planning. With unique experience in taxation, forensics & divorce financial planning, we assist divorcing clients, attorneys & mediators seek equitable financial settlement options in complex divorce cases.
As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Tax & Associates – we host a network of CPAs & EAs to support our client’s tax needs.
Bio and Credentials Continued...
In November 2015, Joe took his practice independent and affiliated with a new broker/dealer, 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.
“Over the years, I have taught retirement workshops throughout Northern Utah to thousands of retirees—teaching them in a plain and simple language that anybody can understand how to increase their investment income, reduce income taxes, and how to potentially identify and reduce investment fees. I firmly believe that my extensive tax knowledge & experience allows me to make the best recommendations for my clients.”
A lifelong Northern Utah resident, Joe resides in Clinton, along with his beautiful wife and three amazing children.
Licenses and Certifications:
- Enrolled Agent, EA
- Certified Divorce Financial Analyst, CDFA®
- Behavioral Financial Advisor, BFA™
- Series 7
- Series 66
- Series 24
- Life & Health Insurance Licenses
Partner at Davis Financial LLC
Aaron Schuler, EA, CDFA®, AAMS™
Aaron has worked with Joe Davis over the years and shares many of the same entrepreneur aspirations. Aaron is the founder of Mountain West Wealth in Midway, Utah, and Rock Springs, Wyoming. Aaron is also a partner at Davis Tax & Associates and F.I.T. Divorce Planning, LLC.
As a CDFA®, Aaron helps clients and attorneys find equitable financial options through the complex divorce financial planning process and through detailed divorce forensic work. As an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Davis Tax & Associates – we host a network of CPAs & EAs to support our client’s tax needs.
Aaron loves to fish, followed by hunting, camping, and being outdoors. The other times you’ll find him fixing something in the garage, cooking, and spending time with his family.
Aaron Schuler, EA, CDFA®, AAMS™
Registered Assistant at Davis Financial LLC
Justin Falzone, CFP®
Justin is the registered assistant for Aaron Schuler, founder of Mountain West Wealth and partner at Davis Financial LLC.
Justin supports our many clients through the financial planning process, investment allocation, account set-up and strives to increase our clients’ overall experience. You’ll enjoy chatting with him when you call to schedule an appointment.
The Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401(k)s).
Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification.
Justin graduated from Suffolk University in 2012 with a Bachelor of Science in Business Administration. He has been working alongside Joe Davis and Aaron Schuler since 2013 and holds his Series 7, Series 66 and life and health license.
Originally from Massachusetts, He now lives in Park City with his wife Brittany, daughter Sofia and two French bulldogs. When he is not working, you can find Justin playing hockey, fly fishing, snowboarding, mountain biking and spending time with his family.
Office Manager at Davis Financial LLC
Candace is wonderful and she’ll make you smile when you come in. She enjoys outdoor activities, motorcycles, concerts, and hanging out with her nieces and nephews.
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.
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 Purshe Kaplan Sterling Investments, Member FINRA & SIPC., Headquartered at 80 State Street, Albany, NY 12207. Advisory Services offered through BEAM Wealth Advisors, Inc., a SEC Registered Investment Advisory Firm. BEAM Wealth Advisors, Inc. is a separate entity from Purshe Kaplan Sterling Investments. 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, and Purshe Kaplan Sterling Investments are separate, unaffiliated entities.