Your trust is a privilege we work hard to maintain

Lipscomb-Gregory of Davenport & Company LLC was established to provide comprehensive wealth-management services for individuals and their families, retirement planning and asset management services for business owners and corporations, and investment advisory services for foundations and endowments.

We view our group as financial problem solvers and we take this responsibility very seriously by developing investment strategies that address the unique needs of our clients. Your trust is a privilege we work hard to maintain. In an industry where the size of the financial institution is often a substitute for the quality of advice and service, Lipscomb-Gregory makes no compromises.

We get to know our clients intimately for one important reason—the things that matter the most to you today should help shape tomorrow. We realize wealth management is about so much more than money. It's about personal goals, choices, and milestones, that profoundly affect all aspects of your life, as well as the lives of those closest to you.

Lipscomb-Gregory is registered with the Financial Industry Regulatory Authority to serve clients who reside in Arizona, California, Colorado, Connecticut, Washington DC, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and West Virginia.