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Davis & Seiley Wealth Management






                                                                                                                                                                                                                 .

 

 

Experience

 

Founded in 1994, our trusted team has 58 years of combined experience providing financial planning and investment management services. Our staff includes team members that are Certified Financial Planners, Registered Para Planners, MBA’s, Notaries and more. Our sole focus is to use our professional expertise to help our clients make great financial and investment decisions. We regularly adopt top of the line technology to serve our clients seamlessly - in person, online and virtually. Continually improving the way we serve and care for our clients is central to our company culture.


  

 

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 8 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

Tara Alkire, FPQP® Photo

Tara Alkire, FPQP®

Operations Manager
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Tara Alkire joined Davis & Seiley in 2013.  She is the Operations Manager, holds a Financial Paraplanner Qualified Professional™ designation and obtained her Bachelors Degree from San Jose State.  She handles most client issues including account setup and maintenance, distributions of funds, and general client service.    

She and her husband have three happy and energetic children, ages 12, 10, and 4. She loves gardening, cooking, and exploring the outdoors with her family.  She also enjoys live concerts, hiking, and refurbishing old things. 

tara@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 three adorable children, Christopher, Jethro, and Donovan. His interests include soccer, racquetball, chess, board games, reading, music, and playing with his kids.

eric@davis-seiley.com

Our History

Davis & Seiley Wealth Management traces its roots to 1994 when Marc Davis founded our 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 the large financial services firm where he worked. 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



Our typical clients...


A typical client of Davis and Seiley Wealth Management is:

  • Age 50 or older; a working professional, a small business owner or a retiree typically with total assets of between $1 - $5 million, with an average portfolio to manage of around $700,000.
  • Interested in full-service financial planning and investment management services (as opposed to a minimal DIY experience with an “1-800 financial adviser” or a website-only account that buries them in data not customized to their needs).
  • Interested in developing a long-term professional relationship with real people: local financial planning experts with decades of experience.
  • Interested in face-to-face meetings - in person or via Zoom, with people they know, trust and like. They value regular communication with unlimited access to their financial team whenever needed. And they like working with the same folks year after year, decade after decade.
  • Interested in a comprehensive financial plan – a clear roadmap, updated continuously, showing them where they are now, the direction they are currently going, and what changes need to be made to get them where they want to be in the future. They also hire us to manage their liquid investments in institutional quality, diversified, low cost portfolios.
  • Accustomed to using and paying for expert advice from trusted professionals who accelerate the accomplishment of worthy goals and safely help them reach them.
  • Interested in working with unbiased advisers that act as fiduciaries – who work on behalf of the client, not an insurance company or brokerage firm. Davis and Seiley Wealth Management is paid directly by our clients for the advice we give. No commissions or invisible fees.

Our clients are wonderful, honest, hardworking, solid citizens that make it a joy to come to work every day. If this sounds like you and what you are looking for in a financial advisory firm, then let’s talk.

     Initials Consultations Cover:

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

    We Will Review During This Meeting:

  • Current income and future cash flow
  • Assets and liabilities
  • Employee benefits and pension plans
  • Investment portfolio
  • Life, disability, and other insurance policies
  • Estate planning documents

Please bring all relevant financial documents with you to your initial consultation.

There is no charge for this initial hour consultation. Following the meeting, we will determine if we are able to assist you and quote you a fee for these services.

Financial Planning Fees

(Without Investment Management)

Standard Financial Plan$2,000
Advanced Financial Plan$3,500

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
Retirement Planning$1,000
Portfolio/Investments Review$1,000
Hourly Consultation and Planning$250/hr

 *Financial Planning fees may be waived or reduced depending on the scope of the client relationship.

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

 

 Client Logins

Client Portal

A complete financial picture of you; all of your accounts in one place, continuously updated and accessible from anywhere. This is also where you will review your performance reports and upload items to share with us in your Vault.

If you haven't used the client portal before, contact Tara in our office and she'll send you a link to register. 

If you want to learn more about how to use the portal select the "Using Client Portal" button below.

Access Site

Using Client Portal

 


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 Fidelity

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.


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:

Tuesday, February 2nd, 2021(Online Webinar)

Thursday, May 6th, 2021

Wednesday, October 27th, 2021

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:

2021 Dates

Monday, 1/18/2021 - Martin Luther King, Jr.

Monday, 2/15/2021 - President's Day

Friday, 4/2/2021 - Office Closed  

Monday, 5/31/2021 - Memorial Day

6/18/2021 - 8/20/2021 (Summer Hours)

Sunday, 7/4/2021 (observed Monday, July/5/2021) – Independence Day

Monday, 9/6/2021 - Labor Day

Friday, 10/1/2021 - Office Closed  

Thursday, 11/25/2021 and Friday, 11/26/2021 – Thanksgiving

Friday, 12/23/2021 through Friday, 12/31/202. Office Reopens 1/3/2022 - Christmas Eve through New Year's Day

 

Questions? Contact us.



Remote Meetings are available. We can do this over the phone or using ZOOM.

Client Portal