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 in your best interest.
Our Qualifications
We hold some of the industry’s top designations and are always striving to learn more and get better.
Our Values
Trust, transparency, independence, and education guide our relationships with clients.
Live the Life You Love
We help you worry less about your finances and focus more on living life.
Robert (Bob) Davidson, Jr. ChFC, CLU
CEO/Financial Advisor
Kelsey Davidson-Todd, CRPC®
President/Financial Advisor