We consider an array of investment options and strategies depending on your individual needs. Some of the services we offer include:

  • Davenport Asset Management strategies and other fee-based solutions
  • Fixed Income Management
  • Traditional Brokerage
  • Insurance and Annuities
  • Retirement plans, retirement planning, IRA rollovers, distributions, lifetime income
  • Planning for tax*, estate and charitable giving needs
  • Education planning, 529 College Savings Plans

We recognize that our clients have built relationships with CPAs and attorneys and we welcome the opportunity to work with you and your existing team of professionals. 

*Davenport & Company is a financial services firm and does not provide tax or legal advice. Please consult your professional accounting or legal advisors prior to acting on any information provided by us that may have an effect in these areas. All investing carries risk.