Our Philosophy
ART & SCIENCE
“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 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®.
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.
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 retirement plan and investment guidance; A Financial Life by Design®.
*As reported by Financial Planning magazine, June 1996–2020, based on total revenue.
DaVinci Financial Designs is also proud to partner with Fidelity Wealth Management client. Fidelity offers a range of professionals that create a team that acts as a Fiduciary for our clients, which means we are legally required to put your interests ahead of our own. As a result, DaVinci has the full support of specialists, service professionals, and advanced planners. Our team-based approach enables your advisor to focus on getting to know you while bringing in Fidelity professionals to support your needs ranging from managing financial transactions to specialized planning conversations, such as guidance around estate planning and Medicare.