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.
Helping You Sustain Your Legacy We are in the business of advising clients who want to develop and implement a comprehensive, effective, long-term financial strategy, customized to their personal goals and resources. We expect our relationship to endure for many years, and possibly even for generations. Because our professional perspective is, essentially, permanent, we work hard to foster and preserve the trust and confidence of our clients. We hold ourselves to high standards of expertise, professionalism and service, and we emphasize regular, interactive communication as our best resource for assessing and improving the quality of the service we provide.
General Information |
| Firm Start Year: | 1925 | |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, 401K Rollovers, Retirement Planning |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Flat Fee, Hourly, Based on Assets, Commissions |
Board Positions |
| Organization : | Notre Dame Alumni Association Board, Notre Dame, IN |
| Position : | Director |
| Duration : | 7/1/2016-06/30/2019 |
| Organization : | Notre Dame Board of Trustees, Notre Dame, IN |
| Position : | Trustee |
| Duration : | 07/01/2018-06/30/2020 |
| Organization : | Notre Dame Alumni Association Board, Notre Dame, IN |
| Position : | President |
| Duration : | 07/01/2019-06/30/2020 |
| Organization : | Cleveland Academy of Collaborative Professionals, Cleveland, OH |
| Position : | President |
| Duration : | 1/1/2023-Present |
Education |
| Bachelor of Science - Earth Science | University of Notre Dame - South Bend, IN 08/22/1981-05/15/1985 |
| MBA - Finance | Drexel University - Philadelphia, PA 09/01/1988-05/10/1990 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf Securities and advisory services offered through LPL Financial, Registered Investment Advisor, Member FINRA & SIPC. Financial planning offered through Davis Wealth Management, LLC, A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA,FL, IN, MA, NY, OH, TX, VA, WY |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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