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At Davis Financial Services, Inc., We want to help you get the most out of your retirement Do you know where your financial journey is taking you? Are all the financial possibilities getting in the way of pursuing your retirement goal?


Davis Financial Services, Inc. is an independent financial firm located in Louisville, KY that provides tailored financial services to both individuals and businesses with a focus on personalized service.  We value our clients and find that our customer focused environment sets us apart.  For each of our clients we strive to create financial stability and security to provide financial independence.

Further, we have specialized experience in helping business owners establish new business retirement plans, enhancing contributions for owners, helping to reduce costs of existing plans while seeking to improve performance of plans through proper investment selection.

Our team of CERTIFIED FINANCIAL PLANNER™ professionals are ready to help you work towards your financial goals.  We help to create a portfolio from a wide range of financial products and services, including but not limited to IRA's, Roth IRA's 401k, Stocks, Bonds, Mutual Funds, Life Insurance, Long Term Care Insurance, Fee Based Accounts, and other Alternative Investments.

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Unbiased, Objective advice on your financial future just stands out.

Let us provide an independent perspective on your financial goals.


Our staff consists of experienced professionals with a "hands on" approach to financial planning. Each of our CERTIFIED FINANCIAL PLANNER™ professionals is ready to help create the financial future that you deserve.  Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your financial goals a reality.

As your financial advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to addressing your financial goals.

The initial complimentary consultation is viewed as a time to get know each other and determine what your goals are.   Our Financial Planners have achieved the highest level of certification available in the industry, 100% of our planners are CERTIFIED FINANCIALPLANNER™ professionals, and have significant experience developing plans for both individuals and businesses. We look forward to meeting with you.


Our Services

Our mission is to create and maintain wealth for our clients through long term effective asset management. We will build client relationships based on trust, competent professional advice, continual communication and prompt personal service...

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Meet Our Team

Our staff are experienced professionals with a “hands on” approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that is required in every phase of our clients’ financial plans to be successful…

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