25yrs
of experience in investment advisory area
We can guide you to financial peace of mind.
Fee-only wealth management and financial planning for today's investor
Strategic wealth management for tomorrow's goals, today.
We help our clients achieve their personal goals and objectives.
FEE-ONLY FIDUCIARY WEALTH MANAGEMENT
Your Wealth Deserves an Advisor Who Works Only for You
Personalized financial planning for families, executives & professional athletes on Florida’s Treasure Coast & the Palm Beaches
SEC Registered · Fee-Only Since 2009 · 30+ Years Experience · 5.0 ★ Google Rating
Proudly Serving Stuart, Jupiter, Palm Beach Gardens & the Treasure Coast
Why Clients Choose Us
🛡
Fiduciary Standard
We are legally bound to act in your best interest. No commissions. No conflicts. Ever.
💰
Fee-Only Transparency
You pay a flat fee for our expertise. We never earn commissions on products we recommend.
🤝
Your Personal Advisor
Work directly with Thomas Davies, CFS — not a rotating team of associates.
WHAT WE DO
Comprehensive Wealth Management
Cash Flow Management
Optimize your income, expenses, and savings to build lasting financial security.
Retirement Planning
Build a retirement plan that provides income, security, and the lifestyle you deserve.
Tax Planning
Minimize your tax burden with proactive strategies for income, investments, and estate.
Investment Planning
Evidence-based investment strategies tailored to your goals, timeline, and risk tolerance.
Your Goals Drive Everything We Do
Whether you’re planning for retirement, optimizing taxes, or protecting your legacy — we build strategies around what matters most to you.
WHO WE SERVE
Specialized Advice for Every Stage of Wealth
High-Net-Worth Families
Comprehensive wealth management for families with complex financial lives — investments, estate planning, and multi-generational strategy.
C-Suite Executives
RSU optimization, deferred compensation, tax strategy, and equity planning for senior leaders earning $250K+.
Professional Athletes
Career transition planning, contract analysis, and long-term wealth preservation for athletes with compressed earning windows.
Business Owners
Exit planning, succession strategy, tax-efficient distributions, and integrating business wealth with personal financial goals.
YOUR ADVISOR
Meet Thomas Davies, CFS
With over 30 years in the financial industry, Thomas founded Davies Wealth Management on a simple principle: clients deserve an advisor who works exclusively for them. As a fee-only fiduciary on Florida’s Treasure Coast, he provides objective, conflict-free guidance to families, executives, and athletes.
✓ Independent — no corporate quotas or product requirements
✓ Boutique firm — every client gets personal attention
✓ Team approach — coordinating with your CPA and attorney
✓ Personalized strategies — never one-size-fits-all
What Our Clients Say
5.0 ★★★★★ on Google · 14 Reviews
★★★★★
“Thomas is exceptional at what he does. He takes the time to understand your goals and provides clear, actionable advice. Highly recommend.”
— Jaime Gonzalez
★★★★★
“Working with Thomas has been a game changer. He genuinely cares about his clients and makes complex topics easy to understand.”
— Stephen Lombardi
★★★★★
“Thomas is the most thorough and knowledgeable financial advisor I’ve ever worked with. His fee-only model gives me complete confidence.”
— Keith Royle
This Is What Retirement Should Feel Like
We’ve helped hundreds of families on the Treasure Coast retire with confidence.
OUR PROCESS
How We Work With You
1
Discovery Call
We listen to your goals, concerns, and vision for the future.
2
Custom Strategy
We build a comprehensive plan tailored to your unique situation.
3
Implementation
We put your plan into action with clear steps and timelines.
4
Ongoing Partnership
Regular reviews and proactive advice as your life evolves.
FREE RESOURCES
Financial Tools & Guides
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📈
Fee Impact CalculatorSee how fees erode your wealth over time |
💪
Financial Wellness QuizScore your financial health in 2 minutes |
🌴
Florida Retirement GuideYour guide to retiring in the Sunshine State |
Complex Wealth. Smarter Strategy.
Tax optimization, RSU planning & asset protection for professionals earning $250K+
LISTEN & LEARN
The Davies Wealth Management Podcast
Ready to Take the Next Step?
Schedule a phone call, Zoom meeting, or visit us in person
Davies Wealth Management
📍 684 SE Monterey Road, Stuart, FL 34994
📧 DaviesWealthManagement@TDWealth.Net
🕐 Monday – Friday: 9:00 AM – 5:00 PM ET
Your trusted fee-only financial advisor serving families across the Palm Beaches and Treasure Coast: Stuart · Hobe Sound · Palm City · Jupiter Island · Palm Beach Gardens · Jupiter · West Palm Beach
Davies Wealth Management is a SEC-registered investment advisor. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. This website is for informational purposes only and does not constitute investment advice.
100+
advisory client relationships
10+
Years of true Independence