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.

Our Success in Numbers

Since its inception, Davies Wealth Management has flourished in numerous avenues:

  • Our relationships have tripled the last 5 years
  • Assets under management exceed $20 million, a healthy increase from the original $1,300,000
  • We opened with 15 clients and the family is now 100+ strong

Milestones In Our History

Since 2009 we have built a company that has helped to make a difference to people's lives.

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.

Awards & Recognition

Davies Wealth Management is widely recognized for its excellent service, client dedication, and community commitment.

  • 2021 — Best local Financial Planner of the Year/ Business Hall of Fame Ft Lauderdale
  • 2015 — Recognized as one of the Top Advisors Ft Lauderdale
  • 2012 — Completed Certified Fund Specialist
  • 2009 — Best up and coming advisor Business Networking Institute

We are experts because we have been at this for a very long time.

Today, we continue to offer both comprehensive financial planning and objective investment advice.

View Our Services

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
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