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Current company R.M. Davis
Financial Services · 73 employees · Founded 1978 · Portland, Maine, United States
Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978.
Today, with more than $7 billion in assets under management (as of 12/31/24), we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management.
The R.M. Davis experience is different. When it comes to our clients' wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room.
We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community.
Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more.
R.M. Davis does not provide direct or indirect compensation for any endorsement or testimonial, including for clicking the “Thumbs Up” or “Like” icon on any website, commenting, or reposting any material. All third-party comments are solely the opinions and the responsibility of the person or entity posting the comment and do not necessarily reflect the opinion of R.M. Davis.