Bringing Confidence to Your Investment Planning
We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.

Jeffrey W. Davidson, CFP®
Managing Partner
Private Wealth Advisor


Francis J. Buckley, III
Partner
Private Wealth Advisor

John O. Bondea, CFP®, MBA
Senior Vice President
Private Wealth Advisor



Our Remote Client Support Team is a group of 5, highly trained Client Service Associates based out of Charlotte, North Carolina. They are able to assist with various support tasks like money movement, new account opening or even settling an estate. They have become an integral part of our client service model and client feedback has been exceptional. Current team members are:
- Nic Blanding
- Campbell Dickelman
- Tre Berry
- Clay Taylor
- Jesi Gomez