Davis Financial Planning

03/13/2023

Part of our team bowling at Bowl for Kids’ Sake to benefit Big Brothers Big Sisters of WNC.

03/04/2023

We are thrilled to announce that we are planning to join forces with Strategic Wealth! Buckingham shares many of the same values and principles as we do – including a desire to help people live their best lives. Learn more about Buckingham and our new partnership!

Davis Financial Planning, LLC (“DFP”) of Asheville, NC, will join Buckingham in a transaction expected to close in the first quarter of 2023, subject to customary closing conditions.

02/07/2023

Mack Nesbit joined our team just one year ago as a financial planning intern. We quickly saw that he was a great fit and asked him to join us permanently as a financial planning associate. His can-do attitude, sense of humor, and tech skills have played an integral role in our success over the last year. We can't wait to see what the future holds for you, Mack!

12/30/2022

Our office will be closed on Monday, January 2nd in observance of New Year's Day. We look forward to seeing you in 2023!

12/21/2022

Wishing you and yours wonderful holidays. We will be closed Friday Dec 23rd and Monday Dec 26th so our team may travel to spend time with family and friends.

12/19/2022

For 9 years Anne McFarland has served us and our clients with integrity, care, and a wonderful sense of humor. We are so excited for her as she embarks on a new chapter personally and professionally focused on her family and financial coaching. We know you join us in wishing her the very best in the future!

11/23/2022

We wish you and yours a wonderful Thanksgiving!

09/13/2022

The Inflation Reduction Act and other items recently passed by Congress may affect decisions you make for the end of 2022 and beyond. While student loan forgiveness has dominated headlines, there are other important changes to be aware of as you make financial decisions regarding car purchases and home improvements as well.
https://buff.ly/3QaobZF

09/02/2022

07/01/2022

Happy Independence Day!

06/23/2022

We are celebrating Anne McFarland today! Her birthday is the perfect time to share how much we appreciate her kindness, sense of humor, and dedication. We hope there is lots of coconut cake, laughter with friends, and fun with her beloved dog Oliver today and in the coming year. Happy Birthday, Anne!

06/11/2022

Happy Birthday to Chris Forst! Given his easy-going personality, we expect Chris will be doing something chill (as the kids say) for his birthday. He's known to enjoy a good meal so we hope there's something delicious in store. Happy birthday, Chris, we hope the coming year is full of discovery and adventure!