Steve Davis

Steve Davis is a Certified Financial Planner™ and proudly continues the legacy of his father, Bob who founded the firm in the 1960s and retired in 2004.

Steve has dedicated his career helping clients navigate life’s critical financial events such as when to retire, and how to build practical strategies for income once the paycheck stops.  He combines clear guidance with personalized plans for investment, tax, risk and estate planning. 

Known for his approachable style and commitment to building lasting relationships, Steve combines professional expertise with personal care, helping clients move from uncertainty to confidence. His greatest satisfaction comes from facilitating conversations that help clients gain a sense of clarity and independence.