In July 2009, Davies Wealth Management was founded. Davies Wealth Management is a fee-only financial planning firm that prides itself on unparalleled service and performance.

At Davies Wealth Management, we treat our clients with courtesy and integrity. Our years of experience and notable expertise ensure that your financial future is in good hands.

Our consistent track record of uncompromising ethics instills confidence and trust. We use cutting-edge technologies to ensure up-to-the-minute information from the financial world. This allows us to respond quickly, and give you the most relevant information and perspective.

A Heritage of Fiduciary Integrity

Davies Wealth Management wasn't founded to be another brokerage. It was founded as an antidote to the "Wirehouse" model, built on the belief that sophisticated investors deserve objective, conflict-free advice.

The "Big Bank" Departure

After more than a decade at major Wall Street firms like Merrill Lynch and Morgan Stanley, our 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 behind and launch an independent Registered Investment Advisor (RIA) firm dedicated to the Fiduciary Standard.

25+

Years of Experience

98%

Client Retention Rate

Milestones of Excellence

2009

The Fiduciary Shift

Davies Wealth Management officially launches as a fee-only firm in Weston, FL, providing a boutique alternative to high-commission brokerage models.

2021

Quarter-Century of Service

Thomas celebrates 25 years in the financial industry, establishing our headquarters in Stuart, FL to better serve the unique wealth corridors of the Treasure Coast.

2024-26

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.

2009

The beginning

Davies Wealth Management was officially formed on July 1st, 2009 by Thomas Davies. For over a decade Thomas worked for the large wire houses of Merrill Lynch, and Morgan Stanley. Thomas felt that there was a better and more personalized way of doing business. Thomas opened Davies Wealth Management July 1st, 2009 in Weston, FL to work with a small group of exceptional clients.

2010

Moving to our first office

Opened our first in person office in Davie, FL

2014

Specializing on financial planning with FPA

In an effort to boost awareness of the Financial Planning Association® (FPA®) and the financial planning profession among policymakers nationwide, FPA volunteer leaders and members arrive in Washington, D.C. on June 24, 2014 for the organization’s first Advocacy Day in 14 years.

2021

Continued growth

On March 26th 2021, Thomas celebrated his 25th year in the financial industry. We are proud to be where we are today and proud to celebrate 25 years of work in the financial industry. We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.

Our focus is all about making a meaningful positive difference in the lives of our clients. This is recognized by our clients who seek our advice year after year.

Thomas Daviesthe Founder of Davies Wealth Management

Our Heritage