Est. 2009 · Stuart, Florida · Treasure Coast
A Heritage Built on
Fiduciary Integrity
From a Wall Street departure to an independent firm on Florida’s Treasure Coast — client-first advice since 2009.
2009
Stuart, FL
Our Heritage
In July 2009, Davies Wealth Management was founded.
Davies Wealth Management is a fee-based financial planning firm that is committed to attentive service and integrity. At Davies Wealth Management, we treat our clients with courtesy and integrity.
Our years of experience and expertise inform every plan we build. We use cutting-edge technologies to ensure up-to-the-minute information from the financial world — allowing us to respond quickly and give you the most relevant perspective.
The Big Bank Departure
A Heritage of Fiduciary Integrity
After more than a decade at Merrill Lynch and Morgan Stanley, founder Thomas Davies saw a systemic problem: the “suitability” standard allowed banks to prioritize their own profits over client outcomes. In 2009, Thomas made the strategic decision to leave the wirehouse world and launch an independent firm dedicated to the fiduciary standard.
“Sophisticated investors deserve advice that puts the client first — not products that maximize the bank’s revenue.”
30
Years in Financial Services
FL
Registered Investment Adviser
2009
Founded
Our Story
Milestones
Since 2009 we have built a company that has helped make a difference in people’s lives.
2009
The Fiduciary Shift
Davies Wealth Management officially launches as a fee-based firm in Weston, FL, providing a boutique alternative to high-commission brokerage models. Thomas Davies brings over a decade of wirehouse experience and an unwavering commitment to the fiduciary standard.
2010
Moving to Our First Office
Opened our first in-person office in Davie, FL, creating a dedicated space for comprehensive financial planning conversations and expanding our client base across South Florida.
2016
Specializing with the FPA
To deepen our commitment to comprehensive financial planning, Thomas joined the Financial Planning Association® (FPA®), reinforcing our dedication to ongoing professional development and client-first advocacy.
2021
Quarter-Century of Service
Thomas celebrates 25 years in the financial industry, establishing our headquarters in Stuart, FL — better positioned to serve the unique wealth corridors of the Treasure Coast and the Palm Beaches.
2024 – 2026
Expansion & Institutional Innovation
Expansion of our local ring into Palm Beach Gardens and Jupiter. Integration of advanced SMA and UMA portfolio architectures for HNW families and corporate executives.
Today, we continue to offer both comprehensive financial planning and client-focused investment advice — with the same fiduciary commitment that launched us in 2009.
Our Commitments
Committed to Client-First Service
Davies Wealth Management is committed to excellent service, client dedication, and community involvement — grounded in 30 years of financial-services experience, beginning in 1996.
Fiduciary Standard
Acting as a fiduciary when providing investment-advisory services — a higher bar than “suitability.”
Community Commitment
Deeply invested in the Stuart, FL community and the Treasure Coast since 2021.
Independent Advice
No wirehouse mandates, no proprietary products — client-focused financial planning, with material conflicts disclosed and managed.
Begin Your Story
Ready to Experience
True Fiduciary Advice?
Join clients who chose independent, client-focused financial guidance over wirehouse complexity.
No obligation · No sales pitch · Fiduciary standard applies
Davies Wealth Management, LLC · Fee-Based · Florida-Registered Investment Adviser · 684 SE Monterey Rd, Stuart, FL 34994 · (772) 210-4031
Registration does not imply a certain level of skill or training. Not investment advice. Past performance does not guarantee future results. Investment involves risk including possible loss of principal.