# Davis Financial Planning
Source: https://planprovider.pro/provider/davis-financial-planning

> From its headquarters in West Haven in the Ogden–Clearfield area of northern Utah, Davis Financial Planning works as a plan advisor with a focus on fiduciary…

Retirement Plan Advisor

West Haven, UT

## 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/](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™

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