Building Partnerships for the Protection and Preservation of Assets

A hundred years ago, when Carnegie Steel made a dollar, Andrew Carnegie was a dollar richer. His economic environment was uncomplicated. The government was small. Taxes were predictable and manageable. Unlike present day entrepreneurs, who make two dollars with the hope of keeping one.

Today, our clients may be expected to harness global economic forces, endure regulatory intrusions, and underwrite the government’s omnivorous need for tax dollars. Their challenges would make the old school icons of American business shiver. That’s where we come in. DavisWalker’s mission is to help business and professional firms, their founders and leaders, and their families mitigate their risks and enhance their rewards currently, in the future, and across generations.


Executive Benefits Wealth Transfer Strategic Alliances

Employers are faced with dilemmas in every area of delivering benefits to employees and executives. Building employee commitment is at odds with benefit cost sharing. Attracting talent runs counter to cost containment. Administrative resources are overloaded just when employee communication is most needed. Are there solutions?

What should the impact of your success be? Studies show that as we enter the later decades of life two questions become increasingly absorbing to nearly everyone. Looking back, we will ask ourselves, "What did my accomplishments mean?" And looking forward, we will want to know, "What legacy will live beyond me?" Your faith can lead you to the best answer to the first question. Our firm can help you with the second.

Complexity and volatility in today's financial and business environment dictate a collaborative planning approach. We integrate our knowledge with specialists in legal, accounting, banking, trusts, benefits, retirement, and related fields for our clients. Our national reach through PartnersFinancial gives them access to institutional resources without sacrificing responsive personal service. How can we help you?

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Office Location

DavisWalker, Ltd.

9100 Arboretum Parkway
Suite 260
North Chesterfield, VA 23236-3493
ph: 804.560.8082

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News Updates

Financial and Economic Brief - April 1, 2021

• What You Need to Know About the New “American Rescue Plan Act” - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden.

• Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy – Pundits have observed that many of America’s infrastructures are in serious need of repair/replacement.

• What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market.

Financial and Economic Brief - March 1, 2021

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.

Financial and Economic Brief - December 1, 2020

• Dow Breaks 30K – Is There a Higher Limit? - Pundits predicted that it would be many years, if not decades, before the Dow would recover to highs prior to March of 2020.

• The Fed’s Impact on Mortgage Rates & Acquisition of MBS – In the past, the party line among bankers was that the Fed’s control of the money supply had little to do with long term mortgage rates.

• The New SECURE Act Changes Required Minimum Distributions at retirement age - You may need a complete review of your retirement strategy based on how the new legislation will affect your retirement strategy.

Financial and Economic Brief - November 1, 2020

• GDP – The Latest Numbers for Q3 - Market analysts frequently rely on Real Gross Domestic Product reports in an attempt to determine long- and short-range investment strategies.

• GM Announces an all-Electric Vehicle Future – Here’s what Mary Bara, CEO of GM has recently said; “We want to put everyone in an EV, and we believe we have what it takes to do it.

• The Fed’s Definition of the “Money Supply”? - It seems as though we know very little about how the Money Supply affects personal investment and purchasing decisions.