Our Values

When we work with you, we get to know your complete financial picture and make recommendations based on your unique situation. The relationships we build with clients are what drive us to do our best work each and every day.

We are also driven by some important core values:

We are a family-run, multigenerational firm, with Bob Davidson as our CEO and his daughter, Kelsey as our President and financial advisor, We know how important family is, which is why we help our clients plan for their own families. Whether that means setting up an education fund for children or grandchildren or leaving a lasting legacy for those you love, we can help you get there.

In a world of large broker-dealers and sales-hungry financial advisors, it’s hard to find someone you trust with your assets. But trust is of the utmost importance at our firm and we show up for our clients every single day. They trust us to do what’s right.

We are fiduciaries, meaning that all of our recommendations are in your best interest. We aren’t tied to proprietary products or quotas, which means we work for you.

We choose to be transparent with our clients because we don’t want any mystery or opaqueness in our relationships. We will answer any questions you have and want to educate and empower you on your options.

Our advisors hold some of the most sought-after financial designations in our industry. Bob is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). Kelsey is a Chartered Retirement Planning Counselor (CRPC) and Certified Divorce Financial Analyst (CDFA).