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Investment Philosophy

Through NewEdge Advisors, LLC, we link financial planning with success. We create a bond with our customers by providing truly individualized plans. Keith Davis at the Davis Financial Group, and Associated Person of NewEdge Advisors, LLC, provides years of intelligent investment experience and ultimately works toward the success of your financial plan. Unlike large wirehouses, we have independence in the investment opportunities we can present. Our fee schedule is flexible and building a strong personal relationship is important to us. It is not about the commission on a sale and we do not pressure you into a buying the "hot stock" of the moment. At DFG, our product suggestions compliment your financial plans and long term goals.
When you have a question, you deserve an answer and not a call back. At DFG, this is not just our goal but our practice.