Brolen Davis Wealth Management, an independent advisory firm, was founded over 10 years ago. Our primary focus is on our member’s, with a desire to provide personalized service to fit each individual's financial needs and providing superior customer service. We are blessed with amazing members and feel our job is to care for them just as we would a member of our own family.
As part of a Registered Investment Advisory firm, we have a fiduciary responsibility to put our members interest first. With being an independent investment firm, we are free from the restrictions and demands often found with a corporate parent. Our advisors are free from conflicts of interest that often impact the recommendations of other financial advisors, due to their corporate parent imposing sales quotas or contests for who can sell the most of a certain product. Instead we pride ourselves on getting to know our members and what is best for them. We welcome you to feel the difference.
Brolen Davis Wealth Management has strategically aligned with an industry leader servicing independent advisors since 1984. Securities America is one of the nation’s largest independent broker-dealers with over 460 employees supporting more than 1,800 independent advisors responsible for $50 billion in client assets.
