Davenport & Associates

At Davenport & Associates, we understand the importance of maximizing incomes and legacies for individuals who have spent a lifetime building something significant for themselves and their loved ones. Our team of experienced financial planners is dedicated to providing comprehensive wealth planning services that cater to the unique needs of our clients.

Our Approach

Unlike traditional financial advisors who focus solely on rate of return, we take a holistic approach to wealth planning. Our method is designed to maximize income, minimize taxes, and direct social capital to charities of your choice. We believe that true wealth is not just about accumulating assets, but about creating a cohesive plan that aligns with your values and goals.

Our Services

Our wealth planning services are tailored to meet the specific needs of our clients. We offer a range of services, including:

• Maximizing Income: We help our clients create a sustainable income stream in retirement, while minimizing taxes and protecting their assets.
• Maximizing Legacies: We assist our clients in transferring wealth to their heirs or favorite charities, while minimizing estate and inheritance taxes.
• Minimizing Taxes: We help our clients reduce their tax burden, including estate, income, and capital gains taxes.
• Directing Social Capital: We enable our clients to direct their social capital to charities of their choice, making a positive impact on their community.

Our Founder

Our founder, John F. Davenport, Esq., has over two decades of experience in the financial industry. With a background in law, finance, and insurance, John has a unique understanding of the complexities of wealth planning. He is a licensed attorney, financial planner, and insurance broker, and has been recognized for his expertise in various publications and media outlets.

Our Commitment

At Davenport & Associates, we are committed to making a qualitative difference in the lives of our clients. We take the time to understand their unique goals and values, and work closely with them to create a personalized wealth plan that meets their needs. Our goal is to help our clients achieve financial freedom, while making a positive impact on their community.