About Us

Greater Than The Sum Of The Parts

As individual financial advisers, at The Davis Group we all work for ourselves. However we are not in business by ourselves. The field of financial services is far too complex for any one individual to be able to serve clients alone. It takes an extended team to provide the training, product and process specialists, and the administrative 'superstructure' to serve clients well. And while we are individual entrepreneurs, we are passionate about collaboration with other members throughout our wide network of affiliates and colleagues. Here we all know that the whole is far greater than the sum of the parts.

Allen Davis, CFP^®, Founder

A lifelong entrepreneur, Allen brings a wealth of wisdom and business experience to his financial planning practice. Over the course of 30 years, Allen has started businesses in several fields, including founding and raising over $15 million of venture capital for a technology start-up.

As a CERTIFIED FINANCIAL PLANNER ™, Allen channels his energies into helping his clients achieve financial independence. He specializes in advising clients who are either close to retirement, or already in retirement. An area of deep interest is what he calls "multi-generational financial planning" - helping families understand, grow, protect, value and share their wealth through the generations. Allen also works with business owners, and helps them integrate their personal planning with the needs of their companies to develop specialized retirement plans, executive benefits programs and business succession plans. Allen approaches every case with enthusiasm and a sincere desire to "do the right thing" - a trait he has demonstrated consistently throughout his life.

Strength
Through
Collaboration

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.