Dedicated to helping clients understand the characteristics associated with many different investment options, we take the time to help clients make informed investment choices.

D.A. Davidson Financial Advisors have access to award-winning research which, along with a wide range of investment choices within our platform, helps us offer clients timely, informed advice. Additionally, D.A. Davidson Financial Advisors have access to a full team of professionals specializing in insurance, trust services, and estate, retirement, and financial planning, which means we have the capacity to develop comprehensive planning for clients designed to meet their long-term financial goals.

 

 

Investment Planning

We take the time to understand your current portfolio, then suggest changes based on your timeframe and comfort level with risk. From there, we put an investment plan in place that works for you and your financial goals and adjust as needed.

 

 

Retirement Planning

We help you dream big about your golden years, then create a personalized plan to get you there. We work closely with your financial team to make sure you're on track and make changes as needed.

 

 

Estate Planning/ Processing

We partner with your lawyer to create the necessary legal documents, like powers of attorney and wills, to ensure your wishes are respected. And when the time comes, we guide you through the process of settling an estate and distributing assets to loved ones.

 

Charitable Giving

Giving back is important to you, and we're here to help. Whether you want to make a big impact, reduce taxes, or involve your family, we'll navigate the complex world of charitable giving with you.

 

Planning for Loved Ones

We make sure you're prepared to care for family and friends, whether it's helping parents with daily expenses or planning for your children's education.

 

Tax Awareness

We work with your CPA to find ways to minimize taxes and maximize your wealth.

 

Risk Management and Insurance Planning

We review your insurance policies to make sure you're protected and identify any gaps that need to be filled.

 

Cash Flow and Budgeting

We take a close look at your income, expenses, and debt to give you a clear picture of your financial health. From there, we create a spending and savings plan that works for you.

 

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Become A Client

Are you're looking for a trusted financial advisor to guide you? We invite you to meet with our team. We'll get to know you, understand your goals, and share our expertise.

Our conversations with you are confidential, and if you are looking for a new financial advisor, a second opinion or just trying to understand how we can help, contact us.

We want to hear your story, understand your challenges, and see if we're the right fit for you.