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Live Freely Knowing That Your Finances are in Good Hands

The value of an advisor goes way beyond higher returns. We help you pursue peace of mind knowing that your finances are professionally managed to your standards.

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Holistic, Individualized Plans

No two clients are alike, therefore no two plans should be, either. We are independent financial advisors that work for you. Using cutting-edge planning technology, we get to know you and your unique situation and make recommendations that are always in your best interest.

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A Family-Oriented Firm

As a family-run business, we know how important family is. We can develop strategies to help you take care of your own.

Our Qualifications

We hold some of the industry’s top designations and are always striving to learn more and get better.

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Our Values

Trust, transparency, independence, and education guide our relationships with clients.

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Live the Life You Love

We help you worry less about your finances and focus more on living life.

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HOW WE WORK

We offer comprehensive insurance solutions and smart protection strategies.

Robert (Bob) Davidson, Jr. ChFC, CDFA, CLU

CEO/Financial Advisor

Kelsey Davidson-Todd, CDFA®, CRPC®

President/Financial Advisor

Michael Davidson, CRPC®

Vice President of Investments

Robin Brady

Assistant

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.