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®
LPL Registered Principal

Joseph M. Seiley, MBA, CRPS®
LPL Branch Operations Manager

 

   


 

 

 

 

 

 

Click here for
Our Client Service Commitment

 

Backed by the strength and stability of LPL Financial
We are independent, so your goals come first.  However we are backed by the strength and resources of LPL Financial. 

Click here for a brief informational video about LPL Financial: http://lplfinancial.lpl.com/cv

Please click on the following links for information about the security and protection of assets we manage for you:

SIPC Protection

Additional Information on how your assets are protected

More about LPL: Financial Stability
Calculators

Savings Goals

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Disability Income Insurance

How much Disability Income Insurance do you need?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

HOT TOPIC: What's Ahead for 2010?

Economists expect the economy to grow by a respectable 3% in 2010, but they don't hold out much hope for the employment situation. What else can investors and consumers expect from the coming year?

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

A Graceful Departure

An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

More Newsletters →