Comprehensive Financial Planning and Wealth Management

The mission of Davis & Seiley Wealth Management is to help good, hard working people achieve their dreams and goals through exceptional financial planning and investment management services. We will deliver these services with the highest degree of integrity in a friendly, comfortable environment.


Independent & Unbiased

We work together with you to define and clarify your goals, and then explore the strategies available to work towards those goals.  Because we are independent, our focus is on your success, not on "the firm." 

We have no proprietary products, Wall Street agenda, or quotas to meet.
 

 Davis & Seiley Wealth Management Team
(Left to Right)

 Janelle Mass
Client Services Associate

Marc C. Davis, CFP®
Partner

Joseph M. Seiley, MBA, CRPS®
Partner

 

   


  Click here for
Our Client Service Commitment

  We are independent, so your goals come first. 

About Our Primary Custodian
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com .
 

 To learn more about Fidelity Institutional Wealth Services, and how our relationship with Fidelity benefits our clients, click here. 
Calculators

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lease Payment

How much would your monthly lease payment be?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: Why Watch the Employment Situation

Labor reports showed some signs of improvement in the second half of 2011. This article takes a closer look at the official reports that track employment, factors that held back job creation after the recession officially ended, and whether recent gains are enough to spark more robust growth.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

More Newsletters →