Davis Financial Planning, LLC
Financial Planner / Partner
Fee-Only financial planner located in Asheville, NC, serving clients locally and across the country
Anne McFarland is an 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, Anne McFarland is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Anne McFarland joined Davis Financial Planning in March of 2013. Anne has been recognized as a CERTIFIED FINANCIAL PLANNER™ since 2016.
Before joining Davis Financial Planning, Anne was a professional librarian at the State University of New York at Oneonta, the National Baseball Hall of Fame and Museum in Cooperstown, and the Mashantucket Pequot Tribal Nation’s Research Center.
Anne loves working with clients. She states that helping clients reach their financial and personal goals makes it easy and exciting to come to work each day.
Anne has a B.A. in Religion from Gettysburg College and a Masters in Library Science from the University of North Carolina at Chapel Hill. She completed the CERTIFIED FINANCIAL PLANNER™ courses at the State University of New York at Cobleskill. When not working, Anne enjoys exploring the city of Asheville and surrounding areas, yoga, water aerobics, walking the hills, flat water kayaking, reading, and enjoying time with family and friends near and far.
Anne McFarland 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.
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.
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.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
- Retirees and Near Retirees
- Sudden Money Situations
- Novice Investors
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- Virtual Meetings
- In-Office Meetings
Professional Designations & Affiliations
Anne McFarland 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.
Anne McFarland 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.
Anne McFarland 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.
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.
Anne McFarland Has Received Training at the The Kinder Institute of Life Planning
The 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.
Contact Anne McFarland
111 Central Ave
Asheville, NC 28801