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Our
Services

Our goal is to help you create a Financial Life by Design®— we don’t want to leave anything up to chance.
                                                                                                                     “Simplicity is the ultimate sophistication.” –Leonardo DaVinci

Our planning is comprehensive. Our advice, our experience, and our offerings span multiple disciplines. We cast a wide net, review and analyze all your financial resources — insurance, investments and banking, personal wealth or employer sponsored benefits, social security, pensions and other government benefits. In designing your financial plan we will integrate all of these while always adhering to the strictest fiduciary standards. 

Our comprehensive and time-tested process is the “science” that seeks to design a simple, yet successful, financial plan.
 

“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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Newsletters and Articles

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Important
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Our Committment to Your Security

At DaVinci Financial Designs® we understand your privacy and information security is just as important as a sound financial plan. Today's world is challenging, but be assured that the DaVinci team is constantly working to protect your information today and in the future.

At DaVinci we use a combination of several platforms for financial planning purposes. We make every effort to ensure that these platforms are secure through our due diligence reviews. For more information on these security systems and processes simply click on each logo below.

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Our Privacy Policy

This privacy policy ("Privacy Policy") describes the ways DaVinci Financial Designs® and its affiliates and subsidiaries ("We", "Us", or "LPL Financial") collect, store, use, disclose, and protect your personal information. We use the term "personal information" to describe information that can be associated with you and can be used to identify you. Personal information does not include information that does not identify a specific person.

Download 2020 Privacy Policy

In Case of Emergency

In the event our office or surrounding area suffers a significant event that causes a disruption in our ability to serve your financial needs, and you cannot get in touch with your advisor, please contact LPL Financial to gain immediate access to your funds. LPL Financial can be reached at (800) 877-7210. Your advisor will be in contact as soon as possible.

 
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Newsletters &
Articles

 
 
Plan For Tomorrow, Today
 
 
Save Wisely & Live Well
 
 
Take Control of Your Future
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Educational
Videos

 

Prospective Advisors
 

DaVinci Financial Designs® is quickly becoming one of the preeminent financial services firms in the Southeast and we are constantly looking for advisors who share our passion for values-based planning, superior client service and a commitment to excellence to further our mission of providing A Financial Life by Design®.

DaVinci Financial Designs® is a comprehensive financial advisory firm, one that offers our advisors:

  • Turnkey solution for your independence

  • Culture focused on client benefits and superior service

  • Integrated succession plan

  • Competitive compensation plans

If our mission and environment appeal to your values as an advisor then please contact Jim Agostini at:

Office: (803) 741 – 0134 | Mobile: (803) 530 – 5375 | Email: jim.agostini@dav-fd.com