The Davis Group

Benefit From Our Collective Expertise

The Davis Group is a collaboration of seasoned financial professionals - each with his or her individual practice and specialty. A closer look reveals an alliance that is indeed greater than the sum of its parts. Clients work with an individual financial professional of their choice, yet they benefit from the group's collective expertise.

Our unique approach involves working closely with our clients to help them Understand, Grow, Preserve, Value, and Share what they have.

We specialize in fee-based financial planning for individuals, business owners and non-profit organizations. Headquartered in Western Massachusetts, we have affiliated advisers in Philadelphia, New York, the Berkshires, and the Boston area.

Watch this video to learn more about the sophisticated tools we use to help our clients reach their goals.

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The Davis Group is a division of Charter Oak Insurance & Financial Services, one of the fastest growing financial services firms in New England.

With over $2 billion under management, as of 12/31/2007, and offices throughout New England, Charter Oak Insurance & Financial Services has the reach, expertise, and resources to serve all of the financial needs of individuals and companies, large and small.

Through our connection with Charter Oak Insurance & Financial Services we can have it both ways - the resources of a larger firm, and the boutique service of the small locally owned company we are.