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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.  You worked hard for your money.  Now let us work hard for you. Our personalized approach will save you time, money and frustration.

Time

We do the research on investment performance.

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

Money

Our fees are not commission based.

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

Frustration

No waiting on hold for the stockbroker that 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 from a CPA who is also an independent certified financial planner working on a fee basis not a 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?    


We combine the knowledge we learn from interactions and conversations with you, with risk and age based models, to develop a portfolio tailored to fit your investment needs and comfort.  Curious about your risk level? 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, tax issues addressed to minimize tax burdens and your loved ones provided 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.  Then received his Certified Public Accountant License in 1980.  After meeting the additional rigorous training and educational hours in 2009, he received the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Jerry J. Davis Photo

Jerry J. Davis

President & Owner

Hours

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


January 2, 2018 - January 31,2018                            February 1, 2018 - April 13, 2018

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

        Fri        8:30am - 4:30pm                                          Fri        8:30am - 4:30pm

Sat       9:00am - 2:00pm


April 14, 2018 - December 20, 2018

Mon-Thurs     8:30am - 5:00pm



It's time to make a change, let us help

To help prepare for your meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?