Davison Wealth Management LLC

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

Financial Planning: Helping You See the Big Picture

Create an investment plan for your goals.

In this short exercise, answer questions about yourself and your future objectives. Get a better understanding of what you need to do to create an investment plan to help you accomplish your goal. Then, together we can build a plan to help you get there.

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Managed portfolios matched to your goals.

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. From automated investing to more customized portfolio management, everything is designed to help you manage your money and be as involved as you want to be. Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and we will recommend a portfolio to fit your needs. Automated investing with low-cost, no minimum investment, with access to goal-oriented ETF portfolios. Digital-savvy, long-term focused investors looking for a simple way to get low-cost, diversified portfolio recommendations. Digital dashboard with advanced managing and tracking features and access to a Financial Consultant

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Preparing for Your Future

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I am Rick Davison CLU, ChFC. Principal of Davison Wealth Management LLC. I have over 40 years of experience assisting families, individuals and business owners in fulfilling their financial goals and insurance requirements. 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.

Please take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.