Fee-Only Financial Planner Davis CA

Pure Financial Davis Office

We are a fee-only financial planning firm in Davis, CA. No matter what direction you’re coming from, the Pure Financial office is near the cross streets of Pole Line Rd and E Covell Blvd, making us easily accessible. Plan a day after your meeting, as we’re just a short drive from attractions, including the Oak Tree Plaza and Oak Grove Park.

Pure Financial Advisors Davis

Pure Financial Advisors has acquired fee-only Registered Investment Advisor (RIA) firm, Symphony Financial Planning. As part of this transaction, the team at Symphony Financial Planning has since joined Pure Financial, where they continue serving their existing clients while also assisting in the expansion of the combined business presence in the Davis, California area. Read the full press release.

Based in the university town of Davis, CA, Symphony managed approximately $240 million in assets for 170 families at the time of closing. Paul Meyerhoff, who holds a Ph.D. in Plant Physiology from U.C. Davis, founded the company in 2006 to help families bring their finances and life goals into harmony.

“After building for the last 17 years, I was looking for a partner who could not only continue the legacy of serving clients in Davis and the greater Sacramento area but also ensure that my team has career paths and upside with a strong, organically growing firm, as I know M&A can only take you so far. Pure proved to be in a league of their own in terms of offering the culture, the growth, the service offering, and the mission that we could all rally around,” stated Meyerhoff.

How Pure Financial Can Help You

Looking for a Davis financial advisor? The foundation of Pure’s planning is rooted in decades of time-tested research. Pure Financial looks to financial science as the guiding light to form our strategies, gaining insights and inspiration from the work of Nobel laureates. Pure Financial prides itself on being dedicated financial advisors in Davis and wants to work with the residents of this county to build successful wealth preservation.

Pure Financial puts education at the core of everything we do. We strive to be a financial resource that people can turn to when they need a helping hand. Pure Financial collaborates with leading academics to provide education on financial strategies that work in the real world from retirement planning, tax planning, and estate planning to investing, global diversification, and portfolio rebalancing.