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 $15 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.
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.
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