Michael Davies

Partner @Carolina Wealth Partners

My approach to financial advising is to educate and empower my clients to identify the most advantageous financial opportunities for their individual situations. Many professionals—early career, mid-career, and those nearing retirement—are often uncertain about their financial futures and sometimes reluctant to discuss finances. Others are looking for confirmation that they are heading in the right direction. I am fully present as an advisor to help clients navigate even the most difficult of circumstances. None of us can make truly informed decisions without considering all variables both objective and emotional. My presence means that I work at a distinctive level of depth, from education and accountability that can include holding monthly meetings to help ensure clients execute their financial plans. I have never backed away from a challenge in my life, and I don’t want my clients to either. Whether their goals are to be debt free, to retire early, or purely to optimize where their dollars are going, I guide them to make decisions out of confidence rather than fear.(Prior to June 2016, I operated under Davies Financial Services Group.)