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®, 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
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.
Tanya has joined us as our Administrative Assistant. She is from the Ogden area and currently resides in Pleasant View. She graduated from Utah State University. She is the mother of 4 amazing humans and enjoys her time with them. She enjoys hiking, skiing, traveling, graphic design, and yoga. She is thrilled to be a part of Davis Financial team and is looking forward to serving and getting to know all of our wonderful clients.
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.