Matthew Davis (CFP®, CPA/PFS)
Matthew Davis focuses in the
following client markets or areas of practice:
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
DFM provides comprehensive fee-only financial planning and investment management services to individuals and businesses. We receive no third-party commissions, removing conflicts of interest that may influence an advisor’s recommendations. Our clients can always be assured the advice we provide is truly in their best interest, empowering them to make the best decisions possible when planning their financial future.
Additional Information
Matthew W. Davis CFP®, CPA is the Founder and President of Davis Financial Management, Inc. (DFM) located in Leawood, Kansas. Prior to founding DFM, Matt started his career by developing his business and financial planning skills at an international accounting firm and a fee-only planning firm. Matt spent over eight years at the international accounting firm of KPMG, LLP. As a senior audit manager with KPMG, Matt worked extensively in the financial services industry with numerous banking, thrift, mutual fund, investment management and investment banking clients. His main duties consisted of overseeing the planning, execution, and reporting of audits for both public and private companies. In 2002, Matt joined Cain Watters & Associates, providing personal financial planning services to self-employed individuals, primarily dentists and health care professionals. These personal financial planning services included retirement planning, investment analysis and advice, pension structuring, tax planning, estate planning, business valuations and practice transitions. Matt graduated Magna Cum Laude from Kansas State University with a Bachelor of Science in Business Administration as an Accounting Major. He also received a Masters of Accountancy from Kansas State University. Matt is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
NAPFA Start Date
August 16, 2007
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