Beau H. Davis, CFP®, CIMA®

Beau is an Atlanta native that attended the University of Georgia where he earned a business degree in Risk Management and Insurance. He has over 25 years of experience as a financial advisor helping clients and their families make objective decisions when it matters most- planning for retirement, paying for college, passing assets on to the next generation and more.

The financial crisis of 2008 was a turning point in Beau’s career. The crisis led Beau to look at independent custodians like Charles Schwab that were not impacted by the financial crisis and only worked with Registered Investment Advisors (RIAs). RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interest. Beau believes that the independent RIA platform provides him and his clients with the most flexibility to look for the best long-term solutions by creating a transparent, fee-only wealth management program.

Beau is a CERTIFIED FINANCIAL PLANNER™ (CFP®) as well as a Certified Investment Management Analyst (CIMA®)

Beau lives in Atlanta with his wife Shawn and their two teenage kids, Hunter (16) and Holland (14). When he is not working or attending one of his kids sporting events you are likely to find him on a pond or north Georgia river fishing!

CFP® – HELD TO A FIDUCIARY STANDARD OF CARE AND EXCELLENCE

The Certified Financial PlannerTM (CFP®) certification recognizes only those individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

CIMA® – A NEW STANDARD FOR INVESTMENT ADVICE

Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Beau earned the CIMA® designation after extensive graduate-level coursework at The Wharton School of the University of Pennsylvania.