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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

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

More Calculators →

Newsletters

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

More Newsletters →