Davis & Seiley Wealth Management traces its root to 1994 when Marc Davis founded our firm. Marc had a degree in Economics and worked for a large financial services firm. As a newly minted Certified Financial Planner (CFPTM), he wanted to be able to provide unbiased, comprehensive financial planning on a fee-basis and this wasn’t possible at his current firm. So, as a twenty-seven year old, married father of three young children, Marc left corporate America and set up a boutique financial planning firm focused solely on one thing – helping his clients make wise financial decisions.
From these humble beginnings, Davis & Seiley Wealth Management has grown to serve more than 250 clients groups and manage close to $110,000,000 of client assets. Yet our focus on meeting the needs of each individual client has not changed. Our goal is very simple: To provide every client with personalized financial advice, tailored to their specific needs, goals and circumstances. By helping our clients be successful, we have become successful.
We are deeply involved in all aspects of our clients’ financial lives. Our staff of five works closely with every client, on an ongoing basis, to help them achieve their goals over time. Our years of experience and expertise, coupled with our exceptional client service and unbiased advice helps each client enjoy greater financial peace of mind – knowing that they have trustworthy experts that are helping them regularly.
Come and see why Davis & Seiley Wealth Management’s clients have been so successful and why so many have been with us for close to two decades.