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In the ever changing world of finance, it can be overwhelming to determine the right investment choices for your personal goals.  Our personalized approach will save you time, money and frustration.


We do the research on investment performance.

Everything can be done online or in-person, whichever you prefer.


Our fees are not commission based.

No hidden costs.  We are a fixed fee-based service. 


No waiting on hold for a stockbroker who is never in.

No more wondering if the investments are in your best interest or your advisors.

Financial planning and investment services for individuals, estates, families, businesses and retirees. Sound advice and management from a CPA who is also an independent certified financial planner working on a fee basis not on commission.  This is an important distinction from advisors in brokerage firms who do work on commission.  Are your investments being selected based on your goals or are they being selected due to the size of commission received?    

You worked hard for your money.  Now let us work hard for you.  We combine the knowledge we learn from interactions and conversations with you, results from your risk tolerance level, along with age based models, to develop a portfolio tailored to fit your investment needs and comfort.

 Curious about your risk tolerance level?  See how you score with our   Free Risk Level Inquiry

Trusted Advice

Fee-only Basis

No Commissions

Whether you are looking to receive an overview of your accounts or ongoing management we can help

  • Comprehensive Planning - A complete review of all aspects of your finances to ascertain your goals and how to achieve them
  • Retirement Planning - A complete review of all your resources and how to make them last throughout retirement
  • Investment Review and Asset Allocation - A complete review of your investments and recommendations to adjust your holdings to improve your goal realization
  • Comprehensive Estate Planning - A complete review of all your assets, addressing issues to minimize tax burdens and providing your loved ones with a road map of what to do next

About Jerry

Jerry has never wavered in his chosen financial career path.  He graduated from Oregon State University in 1978 and worked hard to receive his Certified Public Accountant License in 1980.  In 2009, after additional rigorous training and educational hours, he received the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.  While numbers rule Jerry's world during office hours, after hours you can find Jerry whipping up a batch (or two) of craft beer, playing with his grandchildren or skiing.

Jerry J. Davis Photo Jerry J. Davis Hover Photo

Jerry J. Davis

President & Owner


Due to the nature of our business, our operating hours vary throughout the year.  Below lists our in-office availability.

January 2, 2020 - January 31, 2020                            February 1, 2020 - April 15, 2020

     T-Th     8:30am - 5:00pm                                        T-Th     8:30am - 5:00pm


April 20, 2020 - December 24, 2020

Tues-Thurs     8:30am - 5:00pm

Due to the value we place on our employees, our office will be closed  from December 20, 2019 until January 2, 2020.  This extended closure allows their families and loved ones time with them before we dive into our busy season and wreak havoc on any family or social time.

Tired of finances controlling you?

Schedule an appointment today.

Together we can take control of your finances.

Only you have the ability to change the way your finances are handled.  When the time comes and you are ready to have your finances handled by a fee-based CPA, all you need to to do is make an appointment.  We will guide you the rest of the way.