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.
Joseph A. Davis EA, CDFA®
A financial planner for the last 14 years, I provide fiduciary standard advisory services & asset management through world-class custodians such as Fidelity, Schwab & TD Ameritrade.
As a CDFA®, I have specialized training in the art of divorce financial planning. I create defensible expert financial analysis of divorce settlement options, QDRO & Pension valuations & lifestyle analysis.
Last, as an Enrolled Agent, I have unlimited rights to represent taxpayers before the IRS. Through our tax preparation & planning company – Tax Smart Pros – we host a network of CPAs & EAs to support our client’s tax needs.
Native to Utah, Joe started his career in 2005 with the Retirement Benefits Group of AXA Advisors. After successfully working with the RBG, in 2010, he expanded his practice and formed Davis Financial LLC. In order to further develop his practice; in 2013 he accepted a position as Vice-President of AXA Advisors in Salt Lake City, and later, Regional Vice-President of The Bailey Group.
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 last 13 years, I have also 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#132687
- Certified Divorce Financial Analyst (CDFA®)
- Series 7
- Series 66
- Series 24
- Life & Health Insurance Licenses
Jason has an extensive background in the banking and financial industry and has owned multiple businesses. He spent the first 12 years of his career at a local community bank, helping them develop a marketing department for their mortgage business and for the bank. He served as the marketing director and managed the marketing team that provided services to the retail and commercial banking divisions as well as the mortgage and trust and wealth management divisions for the bank. He also attended the ABA’s School of Bank Marketing and Management and Pacific Coast Banking Schools. He has served on the advisory board for the ABA’s Marketing School as well as the advisory board that created the test for the CFMP exam through 2017.
Bio and Credentials Continued...
Travis joined us in November 2015 and is a vital part of our team. Travis’s responsibilities include maintaining our books & records for compliance, scheduling all appointments & processing paperwork.
A lifelong Dallas Cowboys fan, Travis graduated from Weber State University with a degree in finance & lives in South Ogden, UT with his family.
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 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.