Michael Allen Davis, CFP<sup>&reg;</sup> - Financial Advisor

Michael Allen Davis, CFP®

ChSNC®

Financial Planner

Legs Financial

7700 Chesterbrooke Dr
Greensboro, NC 27455-3055
FINANCIAL ADVISOR'S WEBSITE
(336) 265-6252 CONNECT WITH Michael
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General

Michael Davis is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Legs Financial in Greensboro, NC and the surrounding communities.

Financial Advisor Overview

Legs Financial is a flat-fee fiduciary financial planning firm based in Greensboro, NC, led by Michael Davis, CFP® ChSNC®. We specialize in tax-focused retirement planning and special needs financial planning, all for one transparent flat fee.

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Financial Advisor Experience

Mike started as a high school physics teacher, where he learned to take genuinely complex ideas and make them clear and actionable for people who had never encountered them before. That skill never left. Years at Vanguard grounded his investment philosophy in evidence, low cost, and long-term discipline. Working with advisors across a multi-state territory at LPL gave him a front-row view of the wide range of practices and offerings in the industry, what worked, what didn’t, and what was missing. Time at a tech startup sharpened his eye for the tools that actually help clients. And a stint at a trust company gave him firsthand experience in trust administration, the kind of operational depth that most advisors simply don’t have. The pattern across all of it: every role added a layer. And when it came time to build his own firm, he couldn’t reconcile the standard model. Charging someone twice as much simply because their portfolio had grown, even when the work hadn’t changed, felt fundamentally misaligned. So he changed the model. Legs Financial operates on a transparent flat fee, quoted upfront based on the complexity of your situation, not the size of your portfolio. Mike earned his ChSNC® (Chartered Special Needs Consultant) designation specifically to offer deeper expertise and better support to families navigating Special Needs Trusts, Achieving a Better Life Experience (ABLE) accounts, and the long-term coordination required to plan for two lifetimes. For him, it isn’t just a credential, it’s a commitment to carrying the heavy pack for families protecting a loved one’s quality of life. Mike and his family moved to North Carolina in 2003, settling in the Lake Norman area before relocating to Greensboro in December 2021. Outside the office, he volunteers as lead for Abilities Tennis in Greensboro, serves on the board of the Guilford Regional Tennis Association (GRETA), leads new Blind and Low-Vision tennis clinics, sits on the Mayor’s Committee for Persons with Disabilities, serves as Operations Lead for the Winston-Salem Open professional tennis tournament, and offers educational seminars to organizations across the area.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Chartered Special Needs Consultant (ChSNC®)

Broker-Dealer Disclaimer

Legs Financial is a fee-only, fiduciary financial planning firm registered in North Carolina. We coordinate with your CPA and attorney; we do not prepare tax returns or draft legal documents. Outcomes are not guaranteed. We are not affiliated with the Social Security Administration or Medicare. All articles and materials on this site are for informational purposes only and do not constitute personalized investment, tax, or legal advice.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care, Medical & Health Issues, Sudden Wealth, Special Needs

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