R.M. Davis was founded to offer straightforward advice to help families understand and manage the complex issues of wealth. We provide independent investment counsel, comprehensive financial planning, and, above all, an extraordinary level of personal service to help you enjoy your rewards, navigate risks, and fulfill your vision for every stage of life, as well as the legacy you leave to future generations.
We started R.M. Davis in 1978 with one overarching goal: to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing investment counsel and financial planning services. Today we can look back and say, "Yes, we have been, and continue to be, true to our goals and principles."
We started R.M. Davis in 1978 with one overarching goal: to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing investment counsel and financial planning services. Today we can look back and say, "Yes, we have been, and continue to be, true to our goals and principles."
Services
When we started R.M. Davis in 1978, our overarching goal was to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing independent investment counsel and financial planning services-what each of us would want to receive if we had a reasonable amount of wealth and the normal challenges that entails.
At R.M. Davis, we always strive to do better-for our clients, our firm, and our community. True wealth management is about more than where, how and when to invest. At R.M. Davis, we provide value in helping you make decisions today that will support your vision for the future, while enhancing your peace of mind.
At R.M. Davis, we're dedicated to your success. As a client, you will experience our service-centric culture from day one. You will work with a team of experienced professionals in a collaborative, results-driven relationship with a focus on your needs, aspirations and goals. We take our fiduciary role seriously, offering objective advice with undivided loyalty.
The best way to learn what R.M. Davis can do for you is to read what we've done for other clients. The composite stories below incorporate some of the complex challenges and opportunities we have helped actual clients resolve. We invite you to contact us to discuss how we might apply similar strategies to managing your wealth.
We will help you simplify the business of your life-not just your finances-as you accumulate, protect, and transition your wealth to the next generation. You can call on R.M. Davis for much more than thoughtful asset management. We are interested in what you value and aspire to accomplish. Once we thoroughly understand you, we will develop an integrated financial and investment plan to help you achieve your life objectives.
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