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 4, 2018

• Economy Looks Good - Following Jerome Powell’s description of the U.S. economic outlook as “remarkably positive”, people are wondering how long this “rosy” period might last.

• Canada, Mexico, U.S. New Trade Deal - Canada has agreed to join the U.S. and Mexico in a trade deal that will replace NAFTA, according to officials.

• Honda Takes Stake in GM - Honda Motor Co will invest $2 billion & take a 5.7% stake in General Motors' Cruise self-driving vehicle unit, to jointly develop self-driving vehicles for deployment in ride services fleets around the world.

Financial and Economic Brief - September 4, 2018

• New NAFTA Deal without Canada? - The Canadian dollar fell against the U.S. dollar after President Trump said the U.S. and Mexico could move forward without Canada in a new NAFTA deal.

• China Lures Talent from Taiwan - A veteran engineer of one of Taiwan’s top-tier chipmakers took an offer from a Chinese state-backed chipmaker last year and now oversees a small team in eastern China.

• Tesla’s Stock Price Forecast Slashed - JP Morgan Chase cut its price target on Tesla, causing its shares to briefly tumble.

Financial and Economic Brief - August 7, 2018

• 5% Treasury Yield Warning - JPMorgan Chase & Co. chief executive officer, Jamie Dimon, warned investors that they should get ready for U.S. yields of 5 percent.

• Oil Rises after Production Falls - Oil rose on Monday after Saudi crude production fell in July and U.S. drilling appeared to slow down, although the price is still almost 10 percent below its 2018 high of more than $80 a barrel.

• Pepsi Co. CEO Stepping Down - Indra Nooyi, PepsiCo. CEO, is stepping down but will remain as chairwoman of the board of directors until early 2019.

Financial and Economic Brief - July 3, 2018

• Consumer Sentiment Rises - Chief Economist for The University of Michigan's survey Richard Curtin said one-in-four consumers mentioned the potential negative impact of tariffs on the domestic economy.

• ADM in Talks with Neovia - Archer Daniels Midland Company (ADM) is in talks to take over French animal feed business Neovia for 1.5 billion euros ($1.75 billion) in order to expand in the animal nutrition sector.

• Tesla Meets Production Target - Tesla's first mass production vehicle missed two Ņambitious' production targets, but Musk promised investors that the company would make 5,000 Model 3s per week by this time of year.

Financial and Economic Brief - June 26, 2018

• Harley-Davidson Moving Some Production Overseas - The EU launched tariffs on American imports like bourbon, peanut butter and orange juice on Friday.

• Oil Prices Fall - Brent crude oil fell by more than 1% today as investors prepared for an extra 1 million barrels per day (bpd) to hit the markets after OPEC and its partners agreed to raise production to “stop the gap” between supply and demand.

• SEC Probes Earnings per Share - The SEC is investigating whether publicly traded U.S. companies have been rounding up their quarterly earnings to the next highest cent.