Brian Davis
Finance
Davis Wealth Management, LLC is a Registered Investment Advisor with the state of Ohio. Brian is a Certified Financial Planner™ (CFP™) practitioner and holds the Accredited Investment Fiduciary© (AIF©) and Professional Plan Consultant™ (PPC™) designations from the Center for Fiduciary Studies. Brian holds the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA). Brian is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), as well as a member of the Society of Financial Services Professionals. The designations focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence.
Brian graduated from the University of Notre Dame, Notre Dame, IN with a Bachelor of Science degree. He received his MBA degree with a concentration in Finance from Drexel University, Philadelphia, PA. Brian is a past president of the Notre Dame Club of Akron and currently serves as a Director on the University of Notre Dame Alumni Board. Brian resides in Medina, Ohio with his wife, Anne, and their three children.
Brian is an Investment Advisor Representative (IAR) of Davis Wealth Management and also an IAR of LPL Financial. He is a registered representative (Series 7) with LPL Financial.
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How Will Student Loan Debt Affect My Divorce?
Student loans in divorce can take many forms. Spouses may be paying on their loans from before the marriage, have debt related Parent Plus loans or may have consolidated their loans during the marriage. The cookie-cutter approach Student Loan division espoused by sites like NerdWallet and Fox Business fail to consider the nuisance of each...
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Helping Your Toddler or Preschooler Through Divorce
Making the decision to divorce is a difficult and complicated one, especially when you have children who are very young. It can be a challenge to balance the impending changes in the family and yourselves while caring for toddlers/preschoolers in daily life. As you decide how to best proceed, having the support of a Collaborative...
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Roadmap for a Collaborative Divorce Process in Ohio
What are the steps that are taken when a couple is interested in resolving their divorce outside of court through the collaborative process? Some people are not entirely sure since resolving a divorce or family law matter collaboratively is still a relatively new concept to most individuals. Five Steps to a Collaborative Divorce While the...