Since 2007, Bob Davis has helped high net worth families and business owners turn financial
complexity into clear, confident action. Think of Bob as your family’s CFO—coordinating
investments, taxes, estate considerations, and insurance, so your wealth works together, not in
pieces. With more than 18 years in the field, he’s known for retirement plans that are simple to
understand, resilient in real life, and built for the lifestyle you actually want.
Focus areas
- Tax aware retirement income design: Roth conversion mapping, RMD strategies, and Social Security timing.
- Portfolio construction and risk management built for the drawdown years.
- Estate and legacy coordination in partnership with your CPA and attorney.
- Insurance integration (life and long-term care) with disciplined cost control.
- Planning for business owners, including retirement plan design and liquidity-event
readiness
How Bob works
- Clarify what your money must do—for you, your family, and your legacy.
- Engineer a stress tested plan across market risk, taxes, healthcare, and longevity.
- Implement a disciplined investment and protection strategy with transparent reporting.
- Review proactively to keep you on course as life and markets change.
Credentials & background
- Licensed since 2007; Series 7, 63, and 65, plus life & health insurance licenses.
- Specializes in guiding affluent households ages 45–65 through the retirement transition
years (roughly 5–10 years before and after retirement).
Based in Philadelphia, Bob enjoys life with his wife, Tara, their sons, Owen and Griffin, and their
goldendoodle, Zoe. Outside the office, you’ll find him running, skiing, or exploring great food
and craft beer with friends and family.