Planning and Asset Management

Mapping your financial future

Complete planning & asset management services

Asset Management

Our clients benefit from income oriented strategically managed portfolios. Our focus can be better aligned with our client’s needs because we do not charge commissions. Our combined experience & expertise will allow you to invest with confidence as we maintain, rebalance & manage your portfolio. Contact our office to see if you qualify.

Comprehensive Financial Planning

Designed for clients who require on-going customized financial planning. Clients can benefit from up-to-date online access for yourself & other advisors, such as your attorney or CPA. With quarterly or semi-annual reviews – we can help monitor your progress towards your goals & adjust accordingly.

One-Time Planning

Do you prefer to DIY but are in need of just a bit of guidance? Do you just need some portfolio recommendations? Whether your project is big or small – we can provide support tailor-fit to your budget.
DaviS Financial Can Help You

Manage challenges to Build Your financial success

We believe investments and planning services should be:

Easy to Establish – Confidently open and manage all of your accounts from one secure location.
Inexpensive – Benefit from well known custodians such as Fidelity, Charles Schwab & TD Ameritrade. We’ll build, maintain & re-balance your portfolio for one low fee. Dare to compare us to anything else you are doing! If your current plan can beat our fee (documented) we’ll lower ours to beat theirs!
Liquid – Ever got stuck in an investment and can’t get out? We can help. Our Investments are 100% liquid.
Non-commissioned – Do you know what you are paying for your investments? Are you sick of salespeople pushing high-fee annuities and illiquid investments? We are too. Let’s change how you purchase investments.

We believe investments and planning services should be:

Easy to Establish – Confidently open and manage all of your accounts from one secure location.
Inexpensive – Benefit from well known custodians such as Fidelity, Charles Schwab & TD Ameritrade. We’ll build, maintain & re-balance your portfolio for one low fee. Dare to compare us to anything else you are doing! If your current plan can beat our fee (documented) we’ll lower ours to beat theirs!
Liquid – Ever got stuck in an investment and can’t get out? We can help. Our Investments are 100% liquid.
Non-commissioned – Do you know what you are paying for your investments? Are you sick of salespeople pushing high-fee annuities and illiquid investments? We are too. Let’s change how you purchase investments.
In addition to your comprehensive plan

We give you a real-time Wealth Management System

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Here you can see current data and reports about your investments, and just as important, your plan.
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Full access to a firewall-protected, password-secured electronic vault for critical documents such as insurance policies, trusts, bank and portfolio statements and key contracts.
The ability to have it all in one place is invaluable. You are keystrokes away from accessing the information vital to your financial, legal, tax and business affairs. Your advisors, attorneys and CPAs can access the information at your discretion – and that makes collaboration easier.

Contact Us

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.

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Frequently Asked Questions

Get in Touch

Office Hours: M-F, 9am-5pm
Call Us: (801) 620-0586
Directions: Map It

Copyright © 2018 Davis Financial. All Rights Reserved. Site by Jolly Creative Agency.

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.