Matthew W. Davis,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew W. Davis, CFP®

CPA

President

Davis Financial Management, Inc.

4901 W 136th St
Leawood, KS 66224-5926
FINANCIAL ADVISOR'S WEBSITE
(913) 890-7279

General

Matthew Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Davis Financial Management, Inc. in Leawood, KS and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Business Taxes, Asset Allocation, Investment Management, Mutual Funds, Retirement, Life Planning, Personal Taxes

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Helpful Financial Planning Resources