Davis & Seiley Wealth Management

Specialties

Davis & Seiley is a San Diego based financial planning firm founded in 1994. Our firm specializes in helping people navigate the complicated world of wealth management. We are dedicated to helping our clients achieve their financial goals while managing their financial risk. We build strong relationships with a select group of individuals by providing outstanding guidance and support so they may get the most out of the truly important things in their lives. Our process provides a high level of proactive service, making sure all of the little things are taken care of.

Our mission is to help good, hard-​working people achieve their dreams and goals through exceptional financial planning and investment management services. We deliver these services with the highest degree of integrity in a friendly, comfortable environment.

We offer:

— Financial Planning

— Tax Planning

— Investment Management

— Retirement Planning

— Estate Planning

— Education Planning

History

Established in 2006.

Davis & Seiley Wealth Management traces its root to 1994 when Marc Davis founded our firm. Marc had a degree in Economics and worked for a large financial services firm. As a newly minted Certified Financial Planner (CFPTM), he wanted to be able to provide unbiased, comprehensive financial planning on a fee-​basis and this wasn’t possible at his current firm. So, as a twenty-​seven year old, married father of three young children, Marc left corporate America and set up a boutique financial planning firm focused solely on one thing — helping his clients make wise financial decisions.

From these humble beginnings, Davis & Seiley Wealth Management has grown to serve more than 200 clients groups and manage close to $ 90,000,000 of client assets. Yet our focus on meeting the needs of each individual client has not changed. Our goal is very simple: To provide every client with personalized financial advice, tailored to their specific needs, goals and circumstances.

Meet the Business Owner

Marc D.

Business Owner

Marc Davis is the founder and senior partner of the firm. He has over 23 years of experience in the financial planning industry. Marc graduated from BYU with a degree in Economics in 1990 and then became a Certified Financial Planner® in 1993. Marc is the senior financial planner at the firm and is especially great at seeing the «big picture» when it comes to a client’s goals and priorities. Marc and his wife, Karen are the proud parents to seven beautiful children. He has served on the Poway School Board since 2010 and currently serves as President. Marc has also been heavily involved with the Salvation Army since 1998 and has served on their Metropolitan Advisory Board since 2007. He actively volunteers in his church and currently works with the Youth and the Boy Scout program. Marc enjoys spending time with his wife and children, playing basketball and racquetball, surfing, cycling, and running.