Richard Davey

About Richard Davey

I’m a CPA and CFP® and partner at Fiduciary Financial Group, a wealth management firm…

Experience

1. Partner

   Fiduciary Financial Group, Llc

   Dec 2016 — Present

   We are an investment management company with a vision to operate on the highest plane in the wealth management space via the integrated delivery of tax, investment, estate planning, & financial planning advice & services. Our client list consists of executives in technology, those in transition to retirement from fortune 500 companies, & individuals put in a position of new significant financial responsibility – typically heirs, widows/widowers, & divorcés/divorceés.We follow these core tenants:(1) Always put our clients’ interests first as fiduciaries & (2) have partners who are serial learners, specialists in their practice area, & constantly strive for self-improvement. Our investment platform is 100% non-proprietary. This business model removes conflicts of interest & increases fee transparency. We are CPAs & practice with that conservative mindset first & foremost as we view our primary role for our clients to be managing risks & keeping our clients out of trouble. We do this by being our clients’ first point of contact (a gatekeeper in some ways) and financial educator – helping our clients identify their own financial behavioral biases and how they can adversely influence their financial decision-making. As Certified Financial Planner™ professionals & CPAs, we are equipped to provide advice that is tax-sensitive, but not solely tax-driven. Currently we manage client accounts totaling roughly $650 million. We feel every client relationship should start with a financial plan. This involves looking at your entire lifestyle, your aspirations, & the people & possessions you value most. This gives us the perspective to develop a plan that addresses everything that’s important to you rather imposing our own beliefs, goals, & aspirations on the plan & the advice we deliver.