Anthony Davis
CFP, CFA · Davis Investment Advisory
About Anthony Davis
Anthony Davis brings a research-driven, evidence-based approach to investment management for clients across the Pacific Northwest. His focus on low-cost, tax-efficient investing has helped clients keep more of their returns while building substantial long-term wealth.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $200,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Why Choose Anthony?
13+ Years Experience
Proven track record serving clients since 2013
2 Professional Credentials
Holds CFP, CFA designations
65 Client Reviews
4.7/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Anthony has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Anthony is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Anthony for over 4 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Portland, Oregon
Map integration available on request
Request a Free Consultation
Connect with Anthony to discuss your financial goals. In-person or virtual meetings available.
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