Families, foundations and institutions deserve a wealth partner who thinks in decades, not days.  R. M. Davis embraces this mindset.  We take pride in helping our clients build enduring legacies since our founding in 1978.

Today, with more than $4 billion in assets under management, we are the trusted partner to discerning individuals and organizations seeking quality advice from an experienced firm.  We provide a broad complement of wealth services and solutions, spanning across all wealth and life stages.  We offer investment management, trust and estate services, financial planning, and personal affairs management.

The R.M. Davis experience is different.  When it comes to our clients'​ wealth, we are their first call.  We know their hopes, dreams and fears -- and provide guidance along the journey of life.  We're just as likely to meet with clients around their kitchen table as we are in a conference room.  

We continuously strive for better.  We want to be better colleagues, better partners to our clients, and and better members of our community.

Come visit us in our Portland or Portsmouth offices.  Or better yet, let's meet at your kitchen table.  Call us today to learn more.

~R.M. Davis does not accept endorsements, testimonials, or recommendations.~

Investment Management

R.M. Davis

Geoffrey Alexander

Caleb Dubois

William W. Myrick

Susan Gallant

Diana Bourque

Gregory Cox

Caitlin Damon

Katie Ketner

Karen Milliken

Dean Walker

Jill Richardson

Cathy Girr

Tim Acquaviva

Michael P. Wood

Drew Blaney

The Finance and Wealth Management team at R.M. Davis is dedicated to providing personalized financial guidance and strategies to families, foundations, and institutions. This team collaborates closely with clients to understand their unique goals and challenges, offering services such as investment management, estate planning, and financial planning. By fostering long-term relationships, they ensure that clients receive comprehensive support tailored to their financial journey, helping them to build and preserve enduring legacies.

Finance and Wealth Management

Portfolio Management

Leadership Team

Finance and Wealth Management

About

Team members

Other teams at R.M. Davis

Portfolio Management

Leadership Team