About the Business
Davis & Seiley Wealth Management is a financial planning firm located in San Diego, California. Established in 1994, we strive to help people successfully navigate the complex world of wealth management. Our goal is to create relationships with our clients and provide them with the best advice and support so they can get the most out of life. We provide an extensive range of proactive services to ensure that all their needs are met.
Our mission is to assist hardworking individuals to achieve their goals and dreams through quality financial planning and investment advice. We want to ensure that our customers experience the highest level of integrity and comfort when working with us.
We offer a variety of services including financial planning, tax planning, investment management, retirement planning, estate planning and education planning. We are dedicated to helping our clients make their dreams come true.
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- Davis & Seiley Wealth Management traces its roots to 1994 when Marc Davis founded our firm. As a newly minted Certified Financial Planner (CFP®), he wanted to provide unbiased, comprehensive financial planning on a fee-basis and this wasn't possible at the large financial services firm where he worked. So, as a twenty-seven year old, married father of three young children, Marc left corporate America and set up a boutique financial planning firm focused solely on one thing - helping his clients make wise financial decisions. From these beginnings, Davis & Seiley Wealth Management has grown to serve more than 300 clients and manage close to $130M in client assets. Yet our focus on meeting the needs of each individual client has not changed. Our goal is very simple: To provide every client with personalized financial advice, tailored to their specific needs, goals and circumstances. By helping our clients be successful, we have become successful.
- (619) 697-2684
- 5400 Connecticut Ave Ste 100, La Mesa, CA 91942
- Visit Website
Opening Time
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Mon
9:00 AM - 6:00 PM
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Tue
9:00 AM - 6:00 PM
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Wed
9:00 AM - 6:00 PM
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Thu
9:00 AM - 6:00 PM
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Fri
9:00 AM - 6:00 PM
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Sat
Closed
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Sun
Closed