Our Mission

At Davis Financial Services it is our purpose to provide you with comprehensive financial consulting services to meet your needs. We will serve you with a sensitivity to your needs and an ear to your concerns. You are the reason we are here. Without you, we would have no reason to exist.

Our Goal

Our aim is to be the best that we can be in assisting you in your financial consulting needs and in turn, empower you towards reaching your desired financial goals in life.

Our Team

At Davis Financial Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Kevin E. Davis

Financial Consultant



Kevin E. Davis, CFP® , founded Davis Financial Services in 1983 because of the need for comprehensive financial services for individuals.

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Whitney N. Davis

Operations Manager


Whitney N. Davis joined Davis Financial Services in 2019 after nearly 8 years of Corporate Accounting & Finance experience. She brings her business acumen and desire to help those around her moving away from the robo-advisor approach.

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