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Davis & Seiley Wealth Management 

Experience

Davis & Seiley Wealth Management traces its roots to 1994 when Marc Davis founded our firm.

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Holistic Planning

Our financial planning process considers all aspects of a clients’ financial lives – all assets, liabilities, investments, insurance coverages, business interests, tax issues, estate plans and more. This holistic approach leaves no stone unturned as we seek to insure that all of our clients financial affairs are in order and structured to help achieve the best results possible for each client. We are not solely investment managers, though over 95% of our clients hire us to manage investment assets. We are comprehensive wealth managers and work with clients that are seeking this type of holistic approach to managing their overall finances.

Fiduciary Standard

We hold ourselves to a fiduciary standard, a duty of loyalty and care. We simply put our client's interests above our own. We are a fee-only financial advisor so that means there are no hidden commissions or fees in financial products we recommend. 

Individualized Service

Our staff of five works with every client, on an ongoing basis, to help them achieve their goals over time. Our goal is to provide every client with personalized financial advice, tailored to their specific needs, goals, and circumstances.




 



Marc Davis, CFP® Photo

Marc Davis, CFP®

Partner, President
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Marc Davis is the Founding Partner at Davis & Seiley Wealth Management. Marc holds the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®), received in 1993. He also earned a Bachelor of Arts degree in Economics from Brigham Young University in 1990.

In addition to his professional work, Marc has served extensively within the non-profit community for over 25 years. He has served on various boards with the Salvation Army, on the Poway school board and other non-profit organizations. He also has served extensively with Boy Scouts of America, coached lots of youth sports teams and served in various lay leadership positions within his church.

Marc is a native San Diegan who lives in Ramona with his wife of 29 years, Karen. They are the parents of 7 children and have 5 grandchildren. Marc's interests include the study of history, current events, racquetball, surfing, basketball and spending time with family.

E-mail:  marc@davis-seiley.com

Joe Seiley, MBA, CRPS® Photo

Joe Seiley, MBA, CRPS®

Partner, CFO
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Joe Seiley is a Partner at Davis & Seiley Wealth Management. Joe holds the designation of Chartered Retirement Plans Specialist (CRPS®), received in 2008. He also earned a Bachelor of Arts degree from Brigham Young University in 1989 and a Master of Business Administration degree (MBA) from San Diego State University in 2002.

Joe has lived and worked abroad professionally in Europe and Asia, and served for two years as a church service missionary in Taiwan. He also has served extensively with Boy Scouts of America, coached youth sports teams and served in various lay leadership positions within his church.

Joe is a native San Diegan who lives in Rancho San Diego with his wife of 28 years, Rebecca. They are the proud parents of 5 wonderful children. Joe's interests include the study of history, current events, swimming, hiking, camping, and spending time with family.

joe@davis-seiley.com

Janelle McCreary, CFP® Photo

Janelle McCreary, CFP®

Client Service Manager
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Janelle McCreary has been with the firm since 2008. She is the Client Service Manager and handles most client issues including account setup and maintenance, distributions of funds, trading, and client relations. 

Janelle got her Bachelor’s Degree from San Diego State in 2005 and obtained her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2017. She and her husband are the proud parents of three beautiful children. As a family, they love to swim, go on walks, visit the desert, and play outside. Janelle also enjoys family history research, reading, and shopping at Target.

janelle@davis-seiley.com

Eric Davis Photo

Eric Davis

Financial Planning Analyst
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Eric Davis joined Davis & Seiley in March 2017 as a Financial Planning Analyst. He assists with preparing and managing financial plans, trading, and portfolio analysis. Eric earned a Bachelor of Arts degree in Economics from Brigham Young University in 2014 and spent 3 years as a Business Analyst for Capital One Auto Finance. He served for two years as a church service missionary in Chile and speaks Spanish fluently.

Eric is a native San Diegan who lives in La Mesa with his wife Liz and his two adorable children, Christopher and Jethro. His interests include soccer, racquetball, chess, board games, reading, music, and playing with his kids.

eric@davis-seiley.com

Tara Alkire, FPQP® Photo

Tara Alkire, FPQP®

Office Manager
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Tara Alkire joined Davis & Seiley in 2013. She is the Office Administrator and holds a Financial Paraplanner Qualified Professional™ designation. She plans and coordinates client appreciation events and financial workshops, assists with compliance and reporting, distributes funds to clients, and generally helps the office run smoothly.

She has three happy and energetic little ones, ages 8, 6, and 1. She loves gardening and cooking with her kids and husband. She also enjoys live concerts, traveling, and refurbishing old things.

tara@davis-seiley.com

Our History

Davis & Seiley Wealth Management traces its roots to 1994 when Marc Davis founded our firm. Marc had a degree in Economics and worked for a large financial services firm. As a newly minted Certified Financial Planner (CFP®), he wanted to provide unbiased, comprehensive financial planning on a fee-basis and this wasn’t possible at his current firm. So, as a twenty-seven year old, married father of three young children, Marc left corporate America and set up a boutique financial planning firm focused solely on one thing – helping his clients make wise financial decisions.

From these beginnings, Davis & Seiley Wealth Management has grown to serve more than 300 clients and manage close to $130M in client assets. Yet our focus on meeting the needs of each individual client has not changed. Our goal is very simple: To provide every client with personalized financial advice, tailored to their specific needs, goals and circumstances. By helping our clients be successful, we have become successful.   

We are deeply involved in all aspects of our clients’ financial lives. Our staff of five works closely with every client, on an ongoing basis, to help them achieve their goals over time. Our years of experience and expertise, coupled with our exceptional client service and unbiased advice helps each client enjoy financial peace of mind – knowing that they have trusted experts that are helping them regularly.  

Our Services

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

We offer personalized, hands-on service. We educate our clients about financial concepts and products continually and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today. We know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us a quick email or call the office.

We offer:


Our Service Commitment

  • Be honest and ethical in all we do
  • Provide comprehensive, ongoing, unbiased, personalized financial planning to help each client achieve their financial goals.
  • Distribute timely communication on relevant investing and financial issues.
  • Communicate with each client regularly when activity in their account(s) has or needs to occur.
  • Monitor and review client portfolio’s each quarter and provide rebalancing as needed.
  • Invite all local clients to three client dinner/workshops throughout the year where new and in-depth information is provided.
  • Provide personalized online access to your account information and statements.
  • Respond to all telephone calls and emails received within 24 business hours.
  • Engage in continual staff education and professional development.


Prospective Client Info



     Initial consultations cover:

  1. Your financial history and background and what is important to you.
  2. Important personal and professional transitions that may have financial implications.
  3. Financial and investment principles that you want followed and/or understood.
  4. Your financial goals, objectives, time tables and the resources available to meet these.

    We review: 

  • Assets and Liabilities
  • Estate Planning Documents
  • Employee Benefits and Pension Plans
  • Life, Disability, and Long-term Care Policies
  • Investment Portfolio

Please bring relevant documents with you to your initial appointment.

There is no charge for this initial hour consultation.

Financial Planning Fees

(Without Investment Management)

Portfolio/Investments Review$500
Retirement Planning$500
Standard Financial Plan$1,000
Advanced Financial Plan$2,000
Hourly Consulting and Planning$250/hr

Standard Financial Plan

Advanced Financial Plan

  • Statement of Net Worth
  • Retirement Income Projection & Planning
  • Basic Estate Plan Review (Wills, Trusts)
  • Insurance Review and Planning
  • Investment Portfolio and Asset Allocation Review
  • Debt Reduction Strategies
  • Education Planning
Standard Financial Plan, Plus:
  • Advanced Estate Planning
  • Small Business Planning
  • Charitable Gift Planning
  • Pension Planning

 

Investment Management Fees

Account Size Annual Advisory Rate

Up to $499,9991.25%
$500,000 to $999,9991.00%
1,000,000 to $1,499,9990.85%
$1,500,000 + Negotiable

Planning Services Are Included in Investment Management Advisory Fee

  • Quarterly Performance Reports
  • Comprehensive Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Tax Planning Strategies
  • Regular Client Reviews
  • Market Update Emails
  • Insurance Analysis
  • Portfolio Analysis and Optimization
  • Educational Client Workshops
  • Intergenerational Wealth Transfers
  • Asset Allocation
  • Stock Option Analysis
  • Beneficiary Planning

 

Logins

WealthView

Your Personal Financial Website

A complete financial picture of you; all of your accounts in one place, continuously updated and accessible from anywhere.

If you haven't used Wealthview before, contact Tara in our office and she'll send you a link to register. She can also send you a link to reset your password if you've forgotten.

If you are already registered and want to learn more about how to use Wealthview select the "Using Wealthview" button below.

Access Site

Using Wealthview

 


Fidelity Login

Fidelity's site provides up to date account values, access to statements, account history and more. This is where you'll want to login to get your tax forms and historical statements.

Access Site

Using Fidelity

 


Morningstar Web Portal

Morningstar tracks performance of all accounts we manage for you. These performance reports really dive into the nuts and bolts of your accounts in detail. On a quarterly basis, you will get an email prompting you to login and view your quarterly performance reports and billing statements. If you have any questions please let us know.

Access Site

Using Morningstar

Resources

Calculators

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

Events and Calendar

Each year, Davis and Seiley hosts three educational workshops for our clients and their guests. The dates of the upcoming workshops are:

Wednesday, January 31st, 2018

Tuesday, May 8th, 2018

Wednesday, October 24th, 2018

The topics of the events will be known closer to the date since they are typically based on current hot topics.  

The events will take place at the La Mesa Community Center (4975 Memorial Drive, La Mesa, CA 91942).

Davis and Seiley will be closed the following dates:

2018 Dates

Monday, 1/1/2018 - New Year's Day

Monday, 1/15/2018 - Martin Luther King, Jr.

Monday, 2/19/2018 - President's Day

Friday, 3/30/2018 - Office Closed

Monday, 5/28/2018 - Memorial Day

6/15/2018 - 8/17/2018 Summer hours - office closed on Fridays

Monday, 9/3/2018 - Labor Day

Friday, 10/5/2018 - Office Closed

Thursday, 11/22/2018 and Friday, 11/23/2018 – Thanksgiving

Monday, 12/24/2018 Christmas Eve through Tuesday, 1/1/2019 - New Year's Day

Questions? Contact us.



Remote Meetings are available for those clients who live out of the San Diego area. We can do this over the phone, using Skype, and/or using a service called join.me. Click Here to learn more.

Wealthview