Financial Services for Individuals and Small Businesses.

The Davis Group is a collaboration of seasoned financial professionals - each with his or her individual practice and specialty. A closer look reveals an alliance that is indeed greater than the sum of its parts. Clients work with an individual financial professional of their choice, yet they benefit from the group's collective expertise.

Our unique approach involves working closely with our clients to help them Understand, Grow, Preserve, Value, and Share what they have.

We specialize in fee-based financial planning for individuals, business owners and non-profit organizations. Headquartered in Western Massachusetts, we have affiliated advisers in Philadelphia , New York , the Berkshires, and the Boston area.

Encouraging Engagement In The World Outside

All of us here are committed to certain values: integrity, honesty, objectivity, respect, thoroughness, empowerment of others, and openness to many approaches.

As much as possible, we also encourage engagement in the world outside -- community service helps create a better world for all of us.

Organizations we have supported in the past include:

• University of Massachusetts Fine Arts Center
• University of Massachusetts Music and Dance Program
• Class Action
• Men's Resource Center of Amherst
• Makhela - The Jewish Chorus of Western Massachusetts
• The Lander Grinspoon Academy
• The Jewish Community of Amherst
• Amherst Area Chamber of Commerce
• Berkshire County Chamber of Commerce