Brian assists his clients with pursuing financial freedom through financial and investment planning with an emphasis on holistic financial planning. His responsibilities include analyzing your goals and objectives, designing a suitable investment and risk management portfolio, and assisting in your estate and business planning strategies while helping to minimize taxes at the corporate and individual level. Our greatest satisfaction comes from your success and the long-term relationship we develop together.
Davis Wealth Management, LLC is a Registered Investment Advisor with the state of Ohio. Brian is a Certified Financial Planner® (CFP®) and holds the Accredited Investment Fiduciary® (AIF®) and Professional Plan Consultant™ (PPC™) designations from the Center for Fiduciary Studies. The designations focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. Brian holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). Brian is also a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®), as well as a member of the Society of Financial Services Professionals.
Brian graduated from the University of Notre Dame, Notre Dame, IN with a Bachelor of Science degree. He received his MBA degree with a concentration in Finance from Drexel University, Philadelphia, PA. Brian is a past president of the Notre Dame Club of Akron, past president of the University of Notre Dame Alumni Board and has served as a trustee on the Board of Trustees for the University of Notre Dame. Brian, and his wife Anne, raised their three children in Medina, OH.
Bachelor of Science - Earth Science
University of Notre Dame
08/22/1981 -05/15/1985
MBA - Finance
Drexel University
09/01/1988 -05/10/1990
PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf