R.M. Davis

About

Families, foundations and institutions deserve a wealth partner who thinks in decades, not days. R. M. Davis embraces this mindset. We take pride in helping our clients build enduring legacies since our founding in 1978.

Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm. We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. We offer investment management, trust and estate services, financial planning, and personal affairs management.

The R.M. Davis experience is different. When it comes to our clients'​ wealth, we are their first call. We know their hopes, dreams and fears -- and provide guidance along the journey of life. We're just as likely to meet with clients around their kitchen table as we are in a conference room.

We continuously strive for better. We want to be better colleagues, better partners to our clients, and and better members of our community.

Come visit us in our Portland or Portsmouth offices. Or better yet, let's meet at your kitchen table. Call us today to learn more.

~R.M. Davis does not accept endorsements, testimonials, or recommendations.~

Keywords

investment management, wealth management, trust services, financial planning, personal affairs management

Amenities

No amenities listed yet

Upcoming Events

No upcoming events scheduled

Frequently Asked Questions

No reviews yet. Be the first to review!

Social Links

Photo Gallery

No photos available

Contact Information

Business Info

Location

Business Hours

Business hours not available