Al S. Davis

CFP®, EA

Davis Financial Planning, LLC

Senior Financial Planner and Founder

Al S. Davis

CFP®, EA

Davis Financial Planning, LLC

Senior Financial Planner and Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice and guidance to help you identify and achieve your life goals. - Al S. Davis, CFP®, EA

Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country

Al Davis is a Asheville, NC fee-only financial planner. Davis Financial Planning provides comprehensive financial planning, investment strategies and tax planning to help clients organize, grow and protect their assets through life’s transitions.  As a fee-only, fiduciary, and independent financial advisor, Al Davis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Al S. Davis, the founder of Davis Financial Planning, has been recognized as a CERTIFIED FINANCIAL PLANNER™ since 2007 and has been in the financial services industry in western North Carolina since 2000.  He is an enrolled agent (EA) allowing him to practice before the IRS.

Al began his financial services career working closely with small businesses and their owners as a small business client manager and Asheville senior banking executive for Bank of America. Subsequently, he provided holistic financial planning and advice for affluent and high net worth clients as the private banking manager and wealth services team leader for SunTrust. He then managed all banking activities in western North Carolina as Western Region Executive with Capital Bank.

Al founded Davis Financial Planning in 2010. He is a member of the Alliance of Comprehensive Planners (ACP), the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), The National Association of Tax Professionals, and the Land of Sky Estate Planning Council.

Al has been active in the Asheville community having served on the boards of directors of the UNC Asheville Foundation, the Health Adventure, the Asheville Jaycees, the Kiwanis Club of Asheville, and the Asheville Parks and Greenways Foundation.  Al is currently the President of the Alliance of Comprehensive Planners and the immediate past President of the Land of Sky Estate Planning Council.

Al is also a long-time supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC. Al graduated from Appalachian State University earning a degree in business administration in 1991 and earned an MBA from The University of Tennessee in 1993.

Al S. Davis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Davis Financial Planning is a fee-only financial planning firm based in beautiful downtown Asheville. We offer professional, independent, and objective tax and financial planning services without bias from outside compensation. The only compensation we receive is directly from our clients. We do not receive or accept commissions, referral fees, or third-party incentives.

COLLABORATION

Relationships and collaboration are the cornerstone of our approach and success. We work together with our clients, providing easy-to-understand financial recommendations and help to implement them every step of the way.

OBJECTIVE & UNBIASED

We do not sell any financial products nor do we receive or accept commissions, referral fees, or third-party incentives. As fee-only financial advisors, our compensation comes solely from what our clients pay for our professional services. This ensures our complete focus is on what matters most: your financial well-being.

ALL-INCLUSIVE & CLIENT-FOCUSED

Together we evaluate all aspects of your financial life – including your individual goals - and design a strategy where each piece works in harmony with the others, for your benefit.

ACCESS

For one annual fee, you can meet with us or speak to us as often as is necessary to help you accomplish your financial goals.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Business Owners and Executives
  • Retirees and Near Retirees
  • Sudden Money Situations
  • Novice Investors
  • Growing Families

Working Together

  • Complimentary Initial Consultation
  • Clearly Defined Fees
  • No Product Sales
  • Virtual Meetings
  • In-Office Meetings

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Al Davis is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Alliance of Comprehensive Planners
    Al S. Davis is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

  • Certified Financial Planner (CFP)
    Al Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Al Davis is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Enrolled Agent with the IRS (EA)
    Al S. Davis is an Enrolled Agent (EA) with the IRS

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

  • National Association of Tax Professionals (NATP)
    Al S. Davis is a Member of the National Association of Tax Professionals (NATP)

    The National Association of Tax Professionals (NATP) believes that all taxpayers should be supported by caring and well-educated tax professionals. NATP members are industry leaders who hold an exceptional understanding of how to apply the federal tax code to their clients’ unique situations.

  • Dimensional Funds
    Davis Financial Planning, LLC is an Approved Dimensional Funds Advisor

    Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.

Contact Al S. Davis

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Office Locations:

  • 111 Central Ave.
    Asheville, NC 28801

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