Our Qualifications

Davis & Brinks Wealth Management has been working with clients in the area for over 27 years to give them easily understood explanations of the products and services that we offer to plan for a more secure financial future.  Our independence as a firm allows us to focus on the interests of our clients.

As investment advisor representatives, Davis & Brinks has a fiduciary responsibility to all our clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We provide our clients with investment planning, retirement planning, insurance planning, education planning and estate planning.

As independent advisors we have access to thousands of mutual funds, ETFs and alternative investments. Free from constraints of proprietary products and investment banking relationships we are able to work with our clients to determine which investment options are best suited to their unique financial situation.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you obtain your financial goals and collaborate with you to manage your finances. We maintain a long-term focus, conduct our own research and employ a value based discipline.

We’re looking forward to meeting with you!