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 an Asheville, NC fee-only financial planner. Davis Financial Planning provides comprehensive financial planning, investment strategies and tax planning to help women, business owners and professionals 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.
In addition to providing coordinated financial planning to our clients who own businesses or have other complex needs, Al S. Davis leads the firm in its strategic direction. A CERTIFIED FINANCIAL PLANNER™ professional, he started the firm in 2010 out of a desire for a more comprehensive and flexible approach to support people in achieving their financial dreams. Al is also an Enrolled Agent, a designation provided by the IRS. Prior to starting his own firm, Al’s career was based in banking including work as a business banker, private banking manager, and bank regional director. He has served as President of the Alliance of Comprehensive Planners and as President of the Land of Sky Estate Planning Council.
Al has been active in the Asheville community for many years serving on the boards of Asheville Community Theater, UNC Asheville Foundation, and Asheville Parks and Greenways Foundation. He is also a member of the Rotary Club of Asheville and 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.
He graduated from Appalachian State University earning a degree in business administration and holds an MBA from The University of Tennessee. He lives in Asheville with his family and enjoys hiking, traveling, reading, and spending time with this family.
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
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Al Davis is a NAPFA-Registered Financial AdvisorThe 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.
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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.
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Al Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Al S. Davis is an Enrolled Agent (EA) with the IRSAn 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.
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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.
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Davis Financial Planning, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Al S. Davis Has Received Training at the The Kinder Institute of Life PlanningThe Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
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Al S. Davis is a Member and Past President of the Land of the Sky Estate Planning Council
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Al S. Davis is a Long Time Member, Volunteer and Supporter of the Asheville Area Chamber of Commerce
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Al S. Davis Contributes to Citizen Times: "Widows need financial education"
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Al S. Davis is a Member of the Rotary Club of Asheville
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Al S. Davis is Pictured with a Client on The Community Foundation of Western North Carolina Website
Contact Al S. Davis
Office Locations:
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111 Central Ave.
Asheville, NC 28801
