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Our Process

Brolen Davis is a wealth management firm dedicated to helping our members achieve their retirement goals through sound financial planning and successful investment management. By having a clearly stated set of values and processes that Brolen Davis employs for each individual, our professional financial advisors are able to put together individualized plans that meet the retirement needs for each member, as no two members are alike. Whether you are already a member or an individual looking for financial planning guidance as you consider your future, with Brolen Davis you can expect to receive a first-class experience. We specialize in helping our existing members and those who:

  1. Are looking for help. (If you can “do it yourself,” you don’t need us.)
  2. Are seeking a relationship with an experienced and knowledgeable advisor.
  3. Want a financial roadmap to help them have a richer retirement.
  4. Have investments, including employer-sponsored plans.

If you fit the above criteria and would like to talk with us further about your financial needs, please either call us at 704.441.3300 for a free consultation, or click here to fill out our online Inquiry Form, and we will contact you as soon as possible to discuss your needs. We look forward to hearing from you and would be happy to answer any

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