Connect with Top-Rated Financial Planners in Gresham!

Jerry J. Davis, CPA PC provides personalized fee-only financial planning and investment services for individuals, estates, families, businesses, and retirees. Our comprehensive approach helps clients achieve their financial goals by offering a range of services, including financial planning, investment review and asset allocation, comprehensive estate planning, and retirement planning. With a team of experts, we work closely with clients to understand their unique needs and develop tailored solutions. Whether you're looking to maximize your investments, protect your assets, or achieve long-term financial security, we're here to guide you every step of the way.

At Landmark, we offer more than just tax and investment advice. We provide financial planning services tailored to your unique needs, whether you're investing for the future, managing your money in retirement, or protecting the financial future of those you care about. Our team of experts will help you design an action plan to achieve your financial goals and secure your financial future. We understand that taxes can be your biggest enemy when it comes to achieving your lifestyle and retirement goals, and we'll help you make informed decisions to maximize your wealth. With our comprehensive services, you'll be able to take control of your financial security and plan your life with confidence.