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 - August 15, 2017

• Eurozone Industrial Output Down - According to the Eurostat statistics agency, industrial output across the 19 countries that make up the eurozone fell in June, likely illustrating the “export-sapping” impact of the rising euro.

• Consumer Prices Rise Less Than Expected - According to the U.S. Labor Department, U.S. consumer prices rose less than expected in July rising only 0.1%.

• All S&P Sectors Higher - Wall Street opened higher today, all 11 major S&P sectors, as investor sentiment was lifted by easing tensions in the Korean peninsula.

Financial and Economic Brief - August 8, 2017

• Economic Reporting Outlook - The latest reading on inflation is due out this week. It has been “persistently weak” in recent months.

• Positive Jobs Report - According to a government report, the U.S. economy added 209,000 jobs in July while the unemployment rate fell to 4.3%, the lowest since March 2001.

• Dow at Record High - On Monday, the Dow hit another record high, the Nasdaq opened “slightly” higher, and the S&P was even.

Financial and Economic Brief - August 1, 2017

• Discovery To Acquire Scripps - Discovery Communications reached a deal to acquire Scripps Networks for about $11.9 billion.

• SNAP Shares Fall - Today as markets open, shares of Snap Inc. owner of the Snapchat messaging app fell as much as 5% to a new low, below its initial public offering price, as a "share lock up" ended.

• Fischer: Weal Economy = Low Rates - The Fed's vice chairman Stanley Fischer said in a speech that interest rates aren't just low because the Federal Reserve is keeping them there but rather because of a weak economy and other factors.

Financial and Economic Brief - July 25, 2017

• Economic Outlook Looking Better - According to the Conference Board, leading economic indicators increased 0.6% in June, beating expectations which were for a 0.4% gain.

• This Week’s Economic Releases - This week’s economic reports will reveal whether growth accelerated in Q2 after a slow start to 2017.

• OPEC Caps Nigerian Oil Output - OPEC has agreed with several non-OPEC producers led by Russia to cut oil production by a combined 1.8 million barrels per day from January 2017 until the end of March 2018.

Financial and Economic Brief - July 18, 2017

• NY Manufacturing Slows - Manufacturing in New York State grew in July but at a much slower pace than June and remains at a “mostly healthy level”.

• This Week’s Financial News - This week is an “unusually” light week of economic news but does include the kickoff of the second-quarter earnings season.

• Wall Street Opens Flat - Today U.S. stocks opened flat and held steady at record levels. Analysts estimate Q2 earnings for the S&P 500 companies rose 8.1% from Q2 2016.

Financial and Economic Brief - July 11, 2017

• Job Market Better Than Expected - The U.S. job market created 222,000 new positions in June which was higher than expected and the unemployment rate held at 4.4%.

• More Sears and Kmart Closings - On Friday Sears Holdings announced that it will close eight Sears department stores and 35 Kmart locations, adding to the list of 236 stores Sears has closed in 2017

• Steel Demand Forecast Rises - European steel association, Eurofer, raised its 2017 EU steel demand forecast but said a U.S. plan to levy steel tariffs on national security grounds could be terrible for global trade flows.