Home

Wealth HappensWe consider it a great privilege to be your financial advisor. We have many retirement planning and investment options to choose from; including asset allocation, diversification, and preservation strategies. We are dedicated to providing our services in a timely, competent manner. We have over 25 years’ experience in the financial services industry.

It is important that an advisor stay abreast of the ever-changing financial environment. You owe it to yourself to obtain an investment review from an independent investment advisor representative. Put our experience to work for you.

 

 

Anthony Davidson, CPA
Investment Advisor Representative
Email: anthony@wealthhappens.net
Phone: (859) 245-5880

 

Track your favorite stocks below. Enter the symbol to view today’s and past performance.