Davenport Watts & Drake Investment Advisors, LLC

About Davenport Watts & Drake Investment Advisors, LLC

<p>From its Ridgeland office in the Jackson metro area, Davenport Watts &amp; Drake Investment Advisors, LLC works as a fee-only registered investment advisor (RIA) for individuals, families, and business owners.</p> <p>The firm focuses on asset management, retirement plan services, and financial planning. Its investment approach centers on asset allocation and diversification, with an emphasis on long-term decision-making and reducing income taxes where possible.</p> <p>Davenport Watts &amp; Drake works with custodians that include Fidelity Investments, John Hancock, and Empower. The firm reported $0.7B in assets under management (AUM) in 2026.</p> <p>What sets the practice apart is its fee-only structure paired with a tax-aware, long-term portfolio process that it applies across both personal planning and retirement plan work.</p> <ul> <li>Fee-only RIA advisory services</li> <li>Portfolio management built around allocation and diversification</li> <li>Retirement plan guidance for business clients (see <a href="/plan-advisors">plan advisors</a>)</li> <li>Financial planning for individuals and families</li> <li>Coordination with Fidelity, John Hancock, and Empower</li> </ul>

Website: https://www.davenportwattsdrake.com/