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About Us

Investment Advisor Representative Serving New Hampshire

About Us

About Us

The founder of Davis Wealth Management, Steve Davis, works one-on-one with his clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals.  The practice continues to flourish because at it's core, it is built on a life-long relationship model and Steve’s ability to make complex ideas easy to understand. As an Investment Advisor Representative, you can always count on being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.

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Why Choose Us As Your Investment Advisor Representative?

A Fiduciary You Can Trust

Whether or not to establish a relationship with a financial advisor is a decision that deserves careful consideration. As a licensed fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation or management.

You Can Count On Us - Meet the Team!

We Make It Easy For You

Because the majority of our clients are retirees and pre-retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Davis Wealth Management, LLC, you benefit from obtaining comprehensive advice from professionals who are committed to giving their clients confidence, knowing that they have a passionate team helping them achieve long-term success.

See For Yourself - Our Process!

Independence and Objectivity

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.

Our Services - How Can We Help?
Our Mission

Our Mission

At Davis Wealth Management, we are committed to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs. As an independent financial planning firm, we solely represent the needs and interest of our clients rather than any specific company’s. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allow us to provide our clients with the commitment that they deserve.

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