Broker Check

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:

Family

We are a family-run, multigenerational firm, with Bob Davidson as our CEO, his daughter, Kelsey as our President and financial advisor, and his son Michael as our Vice President. 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.

Trust

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.

Independence

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.

Transparency

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.

Education

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

Our values drive everything we do at our firm and we’re excited to share them with you.

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