RM Davis

At R.M. Davis, we are dedicated to helping you manage the complex business of your life. As an independent fiduciary since 1978, our goal is to offer straightforward answers and uncomplicated solutions to individuals with a connection to Maine needing investment counsel and financial planning services. Our team of highly educated and experienced professionals is guided by core values and tested methods to ensure that you receive the best possible service.

How We Work With You

We are committed to your success and strive to build a collaborative, results-driven relationship with a focus on your needs, aspirations, and goals. Our advisors will become an extension of your family, providing you with timely communication and support from real people. We believe in the importance of long-term, meaningful relationships and offer direct access to the individuals responsible for managing and administering your portfolio. Regularly scheduled face-to-face meetings are also a cornerstone of our service, ensuring that you are updated on the strategic thoughts about the capital markets and economy, as well as the progress towards your long-term objectives.

Our Services

Our breadth of offering includes investment management, trustee services, estate and tax strategies, retirement planning, Social Security and Medicare planning, education funding, gift planning, risk management, and integrated ESG investment research. We understand that meaningful wealth creates complex needs, and we are here to help you navigate these complexities with confidence.

Giving Back to Our Communities

At R.M. Davis, we believe in giving back to the communities we serve. We are committed to supporting initiatives that make a positive impact on the lives of individuals and families in Maine and beyond.