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Our
Philosophy

 

 

At DaVinci Financial Designs®, LLC, we are committed to selflessly designing financial strategies, built on your values, that strive to deliver the results important to you. 

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     DaVinci Financial Designs® is an independent financial planning and Registered Investment Advisory (RIA) firm conceived and created, to serve your needs — first and foremost. We begin by understanding you, and what’s important to you. Then, blending both art and science, our work couples professional advice with leading-edge products, encompassing all the different financial aspects of your life.  Our goal is to help you create A Financial Life By Design®. 

      “Study the science of art. Study the art of science. Learn how to see. Realize that everything connects to everything else.” 
                                                                         – Leonardo DaVinci

DaVinci Financial Designs® is strengthened by the tools and support we receive through LPL Financial, the largest independent broker/dealer in the nation*. LPL Financial’s strength is exceeded only by their independence. This means that, at DaVinci, we have access to a broad and robust range of offerings, but we remain free to recommend only those products and services which best address our clients’ needs. This commitment to independence helps to preserve the integrity and objectivity of our financial planning advice. It allows us, acting as fiduciaries, to place your needs above product, and even above brand. We’re confident that you will be pleased with the quality and scope of the service and advice you will receive from us; A Financial Life by Design®.

“In the grand scheme of things, money’s not that important. It’s significant only to the extent it allows you to enjoy what is important to you.”

                                  - Bill Bachrach, CSP, CPAE, 'Author of Values-Based Financial Planning'

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DaVinci Financial Designs® is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with research and a comprehensive array of tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you objective retirement plan and investment guidance; A Financial Life by Design®.

*As reported by Financial Planning magazine, June 1996–2020, based on total revenue.