Helping you turn your vision into reality.
True wealth management is about more than where, how and when to invest. At R.M. Davis, we provide value in helping you make decisions that will support your vision for the future—from advising on everything from funding your dream home to crafting a winning exit strategy for your business to establishing a comprehensive estate plan. Which is to say, if it’s part of your vision, we’re here as a resource to help you achieve it.
Our clients include affluent individuals and families, and select organizations with compatible philosophies and objectives. Whenever feasible, we work in collaboration with your other advisors, such as attorneys and accountants.
We have grown to be one of the largest independent financial advisory firms in northern New England because of our commitment to serve each client’s need with integrity and professionalism. We continuously strive to improve in everything we do, while keeping in mind these five core values:
LEARN MORE ABOUT WHAT SETS R.M. DAVIS APART:
Advisory Services
How We Work with You
Our focus is on what truly matters to you—meeting you where you are in life and tailoring our approach to match your individual needs and aspirations. Through this collaborative, results-driven approach, your advisor will become an extension of your family, working to ensure your financial legacy.
Life Stories
The R.M. Davis Experience
The best way to learn what R.M. Davis can do for you is to read what we’ve done for other clients. These stories describe some of the complex challenges we have helped actual clients resolve. We invite you to call to discuss how we can develop strategies for you to managing your wealth.
Get to Know Us
Our People
At R.M. Davis, we’ve assembled highly educated and experienced individuals into a disciplined team, guided by core values and tested methods. Our team includes investment managers, an internal team of investment research analysts, financial planners, lawyers, trustees, and accountants.
Giving Back to Our Communities
R.M. Davis is committed to improving the quality of life in communities where we work and live. Last year, our employees actively volunteered, participated on boards, and supported over 70 non-profit and charitable organizations whose missions ranged widely—from human services to education and the arts, in Maine, New Hampshire and beyond
The Latest News
Meet the newest members of our growing team, read our public comments on financial issues, and learn what else is new at one of the region’s leading independent advisory firm.