Since 1991 Dana B. Davidson, CPA, PFS and his team have been helping individuals and businesses to invest, grow, and preserve their wealth. We provide our clients with financial and investing advice, develop personalized financial plans, and offer an array of investing solutions to help clients smoothly and successfully manage financial events in their lives.
We offer investments and brokerage services through Cetera Advisor Networks, one of the largest independently managed securities firms in the country. For accounts on our advisor platform such as the Preferred Asset Management account we are held to a fiduciary standard.
Davidson B Davidson Financial Services Group is one of three affiliated companies owned and operated by Dana B. Davidson, CPA. Along with Dana B. Davidson CPA Company, P.C. and Lighthouse Mortgage Bancorp, Inc. we provide a trifecta of financial services in the areas of: tax & accounting, investing, and mortgage origination.
Our 360 degree perspective on finance allows us to bring our clients new perspectives and ideas. There are many aspects to managing your financial affairs. It includes knowing the type of account to open, knowing the types of investments available to you and balancing long-term risks, as well as evaluating specific investments to create a portfolio that works best for you. We guide you through the jargon and hype for long-term results.
We build a relationship with you and your family so we know your needs and preferences. We are not sales people, we are fully licensed financial advisors and planners helping you to make a better financial life. We work side-by-side with you to help you reach your financial goals. We are in this with you for the long run.
We are confident that we can help you lead a better financial life, so phone us to see how we can help you develop a better financial future.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.