We are driven to make a difference in the lives of our clients, their families, and the communities we serve. With the complexities of today’s financial world, we believe in ensuring there is more than one person tending to our client relationships. Our team includes dedicated, experienced, and credentialed specialists who take the stewardship of your wealth, and our relationship, seriously.

Philosophy

We know that our success in part depends upon your success. As a profit sharing company, we often align our interests and are invested alongside our clients. Integrity, accountability, and transparency are critical in building your trust in us.

  • We provide the guidance you need to make wise investment choices regardless of market conditions.
  • We believe in clear and frequent communication.
  • Our goal is to build a trusted and long-lasting relationship with you and your family.

Our Process

We are committed to providing objectivity in all phases of the investment planning process and are under no obligation to recommend any particular investment.

  • Listening to you in order to fully understand your goals, risk tolerance, and time horizon.
  • Creating a financial plan that takes into account your total financial picture.
  • Tailoring recommendations that reflect a true concern for your financial well-being.
  • Conducting periodic reviews and making appropriate adjustments.

Life is change! Individuals’ needs and goals change, as do market conditions and economic factors that can directly influence your financial situation. We work closely together to adapt and adjust as circumstances change.

Services

Collaborating with our clients, we work to solve the problems you and your families face and achieve the goals and objectives you seek whether for the short-term, retirement, or your legacy.

We utilize the vast universe of Davenport resources to tailor make a plan to solve your unique financial challenges.

Your plan and portfolio are constructed and continually monitored for asset allocation, appropriate diversification, and risk management. These factors play an important role in optimizing the investment experience for each client.

Services we offer include:

  • Full Service Financial Planning
  • Davenport Asset Management strategies and other fee-based solutions
  • Retirement plans, retirement planning, IRA rollovers, distributions, lifetime income
  • Planning for tax*, estate, and charitable giving needs
  • Education planning, 529 College Savings Plans

*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.

Charlie Munford and Nelson King are registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia and Washington. They are also licensed to offer insurance and annuity products to residents in Virginia.