Our Way

Davis&Davis Advisors provides unparalleled personalized financial planning services to a broad range of clients across the Washington, D.C. area. As a financial planning professional, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. We are ready and able to serve as your financial advisor and guide you down a path to success.

Discussing the Numbers
 

Homeownership

Davis&Davis Advisors has the experience to handle the financial needs of many different types of clients. We are ready and prepared to help with first-time homebuyer classes, grant assistance, setting up savings and introducing you to Real Estate agents. Working with Davis&Davis Advisors, you can rest assured that your financial matters will be handled with professionalism and careful consideration.

 

Financial Coaching

An advisor should be your long-term partner and understand what's important to you, your family or your business. You can expect exceptional service from your Davis&Davis advisor including regular meetings to review your goals and progress.

 

Business Consulting

In today's tight lending market, lender confidence and applicant fear makes it difficult for minority business to expand and grow due to a lack of capital. We specialize in providing unbiased financial guidance to get your business approved for outside capital using traditional and non-traditional banks. If you have been rejected for a business loan or want to apply for financing, but don't know where to start, give us a call.

 
 
 
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