Executives
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Adam P. Davidson
CFP®
Baird12570 Perry Highway, Wexford, PA 15090-8603
Broker Affiliation: Baird
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
GenX
Retirees or Seniors
Major Milestones I Specialize In
Early Retirement or Financial Independence
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Adam leads The DAY Group at Baird. The DAY Group is a multigenerational team helping families make well informed decisions at each stage of life in order to grow, preserve and transfer wealth. We strive to provide you with peace of mind through comprehensive wealth management and a personalized strategy. With expertise in Advanced Planning and Investment Management, our team will work directly with you as we navigate the financial journey. We address questions that come up at each life stage, considering the impacts and ultimately leave you confident in your decision and financial plan. With over 60 years of collective experience in up and down markets, we look forward to the opportunity to serve you and your family.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.