Nick Davis, CFP®, ChFC®, RICP®

We help you retire with calmness and clarity.

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Brindle & Bay Wealth Management Nick Davis, CFP®, ChFC®, RICP®
Frisco, TX

Serving Clients Nationwide

We help you retire with calmness and clarity.

Areas of Focus

  • Financial Life Planning
  • High Net Worth
  • Inherited Wealth
  • Investing
  • Investment Management
  • Retirement Planning
  • Setting Up Retirement Accounts
  • Social Security
  • Taxes

About Me

Hi, I'm Nick Davis. I grew up in a modest midwestern home and was influenced by my grandfather. He was a bricklayer who retired at 61 and enjoyed many years of life after work.

I learned that the next phase could be the best time of life, and should be planned for carefully.

His example and my first career as a full-time pastor in Texas for ten years instilled in me the principles I live by today.

The Golden Rule is central: Put yourself in other people's shoes. Treat them as you would treat yourself. Do your best to help them feel the value of how you serve them.

All of us at Brindle & Bay live by these same principles.

Professional Designations

  • Chartered Financial Consultant (ChFC)
  • Retirement Income Certified Professional (RICP)


  • The AGC

Primary Location

5899 Preston Road, STE. 1103 Frisco, TX 75034


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to help us learn more about you. We'll follow up and schedule time for an introductory call to get to know each other. We look forward to speaking with you.

Offers Investment Management


About our Firm

We're a Texas-based independent financial advisory firm serving McKinney, Frisco, Plano, Allen and surrounding areas. We're here to listen to your needs and guide through the financial planning process.

We're stuck on the Golden Rule. We create plans as if we were making them for ourselves. Large corporations tend to leave people nameless, but not us. People matter, and providing real value for our clients is our passionate pursuit.

We are people who work with people, not numbers. Your goals are unique, and you deserve someone to understand your details and to be thorough and thoughtful.

Our planning framework includes retirement income, investment, tax efficiency, healthcare considerations & legacy planning. Most of your key risks and opportunities to improve exist within these five areas.

We don’t want to be run of the mill financial advisors. It’s our duty to be proactive about your planning opportunities, risks and blind spots.

Advisors should not merely create a plan, but also promote realizing those goals by helping you stay the course. Goals should be prioritized and kept at the forefront of your progress report updates.

We believe things should be clear & transparent: Investment statements should be easy to read, conflicts of interest should be discussed, and fees should not be veiled.

Your next chapter can be great. We'd welcome the chance to visit with you to see if our service matches your needs.

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

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