Brolen Davis Wealth Management, an independent advisory firm, was founded over 10 years ago. Our primary focus is on our member's, with a desire to provide personalized service to fit each individual's financial needs and providing superior customer service. We are blessed with amazing members and feel our job is to care for them just as we would a member of our own family.
As part of a Registered Investment Advisory firm, we have a fiduciary responsibility to put our members interest first. With being an independent investment firm, we are free from the restrictions and demands often found with a corporate parent.
As part of a Registered Investment Advisory firm, we have a fiduciary responsibility to put our members interest first. With being an independent investment firm, we are free from the restrictions and demands often found with a corporate parent.
Services
An educated member is our best member. You can go practically anywhere to speak with a financial advisor and purchase investments or insurance. Large banks, insurance companies and online discount brokers are vying for your business along with financial advisors, but do they spend the time to get to know you?
We understand that we are not the right fit for everyone and that is OK. During our time together we will have the chance to get to know each other, talk through what is important to you and what it is you are looking for in an advisory firm. In return we will share with you how we work with our members and what you could come to expect when working with us.
Brolen Davis is a wealth management firm dedicated to helping our members achieve their retirement goals through sound financial planning and successful investment management. By having a clearly stated set of values and processes that Brolen Davis employs for each individual, our professional financial advisors are able to put together individualized plans that meet the retirement needs for each member, as no two members are alike.
Our firm is not full of day traders in search of the next best thing, but rather focuses on a financial plan for the long term. We strive to meet each client's goals by striving to achieve positive returns, while holding losses to a minimum. At Brolen Davis, we accept new members that share in our investment philosophies.
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