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Davison Wealth Management LLC

Rick Davison CLU, ChFC, RPA
Indianapolis, IN
Phone:
  • 317-257-7078
Fax:
  • 317-559-4162

Open a New Account

The way that you invest has changed; that's why we offer a suite of managed portfolios to help you pursue your financial needs as they grow and change. No account minimum. Low cost, Exchange Traded Funds (ETF) Portfolio. Intelligent rebalancing and tax loss harvesting. Let us assist you to create a budget, develop your financial goals, and invest to reach those objectives.

Open Account

Retirement Tracking Dashboard

With our complimentary financial dashboard you can aggregate your financial accounts, create a customized goals program to track your progress, and collaborate with a financial advisor. Build your own future and track your progress.

Financial Dashboard

The Basics of Social Security Retirement Benefits

Planning for Life

Welcome to our Web site. I am Rick Davison CLU, ChFC. Principal of Davison Wealth Management LLC. I started my practice to assist families, individuals and business owners in fulfilling their financial goals and insurance requirements because I saw they were not being properly served. I have created this Web site to help you gain a better understanding of the financial concepts of wealth management, incorporating insurance, investing, retirement, estate planning, and wealth preservation.

Most important, to see the value of working with skilled professionals to pursue your financial goals. I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.