About Davis Financial Planning
<p>From its headquarters in West Haven in the Ogden–Clearfield area of northern Utah, Davis Financial Planning works as a <a href="/plan-advisors">plan advisor</a> with a focus on fiduciary guidance and retirement-related planning.</p> <p>Founded in 2010, the firm provides 3(21) fiduciary services for employer-sponsored retirement plans. Its work also includes 403(b) planning, retirement planning, wealth management, divorce planning, and tax services for individuals and families who want coordinated advice across investments and taxes.</p> <p>The firm is led by Joseph A. Davis, a Certified Divorce Financial Analyst (CDFA®) and Enrolled Agent (EA), who brings more than 20 years of experience. A key differentiator is the combination of divorce-focused planning and tax credentials alongside ongoing investment management.</p> <p>Davis Financial Planning reports $0.1B in assets under management (2026) and works with BEAM Wealth Advisors, Inc. for advisory services and Purshe Kaplan Sterling Investments for securities.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>403(b) and retirement planning</li> <li>Wealth management and investment strategy</li> <li>Divorce planning and settlement support</li> <li>Tax services and tax preparation</li> </ul>
Website: https://davisfinancialllc.com/
Founded: 2010
Office Locations
- West Haven, UT (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $101.4M
Team Members
- Joseph A. Davis, Managing Partner at Davis Financial LLC, EA, CDFA®, BFA™