Relationship Standards

Responsible Service

We take the point position as client advocates - negotiating in your favor, watching your back. And through the power of partnership you can link not only to our own people and technology but to the people and technology of our financial institution strategic partners.

Practical Knowledge and Experience

We also apply the power of partnership to continually expand resources so you can respond effectively when today's solutions encounter tomorrow's changes - in your family, your business, your financial environment.

Resources assure the quality of our work

Institutional Relationships

Our product resource relationships support your buying power with highly regarded, well-managed, and financially sound financial services institutions.

Dedicated Resources

Dedicated Resource Units are in place with all core carriers to give our firm a direct voice in product and services development and immediate response to our clients' needs.

Decision Tools

Proprietary decision tools like the Life Insurance Design Questionnaire prioritize objectives and identify a manageable range of clearly explained product solutions.

Underwriting Advantages

We provide underwriting advocacy to negotiate favorable pricing offers based upon unique client situations rather than statistical models.

Collaboration Leverages Your Advisor Team

Your first requirement should be advisors who listen to you and understand how you think - family-centered, entrepreneurial, practical, compassionate. Invite them to challenge you - to ask the questions no one else asks. Require them to communicate to you without professional jargon, shoptalk, or obscure acronyms.

Make sure they have deep experience in their own fields of knowledge, as well as access to a broad range of resources outside their fields. Combining the resources of our partners and your advisors, your team can provide you...

  • Business capital management
  • Personal asset management
  • Income, estate, and corporate tax strategies
  • Liquidity and funding strategies
  • Insurance
  • Valuation
  • Accounting
  • Legal documentation
  • Trusts
  • Compensation and benefits solutions
  • Qualified and nonqualified plans
  • Family business dynamics

Office Location

DavisWalker, Ltd.

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

Request Information

Please let us know how we can serve you.




News Updates

Financial and Economic Brief - October 10, 2017

• New “Bubbles” to Emerge? - According to German Finance Minister, Wolfgang Schaeuble, volatile loans and mounting global debt could lead the world into another economic crisis.

• Walmart Announces Buyback - Walmart announced a $20 billion share repurchase program to replace its existing plan and shares were up more than 2% in premarket trade on the news.

• Spanish Separation Affects European Stocks - World shares achieved a record high on Tuesday, although European shares traded “cautiously” as markets waited to see whether Spain’s Catalonia region would push for independence.

Financial and Economic Brief - October 3, 2017

• Consumer Spending Flat in August - According to the U.S. Commerce Department, consumer spending only rose 0.1% in August as Hurricane Harvey “weighed on” auto sales and unseasonably mild temperature reduced demand for utilities.

• Dow Soars for 8 Quarters - The Dow climbed 5% during the third quarter, which stretched its streak to eight winning quarters.

• Construction Spending Increased in August - U.S. construction spending increased in Aug. by 0.5% after two months of declines, helped by strength in home building, nonresidential construction & state and local government construction.

Financial and Economic Brief - September 26, 2017

• Fed is Focusing on “Normalization” - John Williams does not expect any market turbulence as the Fed starts reducing the huge balance sheet of $4.5 trillion in assets that was built up to stimulate the U.S. economy after the 2007-2009 financial crisis and recession.

• Mercedes Spending in Alabama - Mercedes will be spending $1 billion in its Alabama plant and creating 600 new jobs as it plans to make new electric SUV models and construct a battery plant nearby.

• Inflation Rebound? - According to European Central Bank (ECB) President Mario Draghi, the ECB is growing increasingly confident that inflation will rise back to its target but patience is still needed.

Financial and Economic Brief - September 19, 2017

• August Retail Sales Fell More Than Expected - According to The Commerce Department, U.S. retail sales fell 0.2% in August, more than forecasted, suggesting “moderation” in consumer spending in Q3.

• Gas Prices Coming Down… Slowly - Prices jumped 32 cents a gallon in two weeks as refineries in the Houston area were closed.

• Northrop Grumman to Buy Orbital - U.S. defense contractor Northrop Grumman Corp said on Monday it would buy missile and rocket maker Orbital for $7.8 billion in cash.

Financial and Economic Brief - September 12, 2017

• Gas Prices Rise after Harvey - After Hurricane Harvey the average price of gasoline rose, prompted by oil refinery closures..

• ARAMCO IPO Still on Track - Saudi Arabia is still on track to sell part of its oil company ARAMCO on the stock market in 2018 despite changes to its economic revival plan.

• BP Files for IPO - British energy company BP filed for an initial public offering of its pipeline assets in the U.S.