Richard Davey, CPA, CFP®
Integrated Tax Prep, Tax Planning, and Portfolio Management
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Serving Clients Nationwide
Integrated Tax Prep, Tax Planning, and Portfolio Management
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Richard Davey, CPA, CFP®
Hi, I'm Richard Davey. I graduated Summa Cum Laude from the University of San Diego with a BS in Accountancy in the top 10 of my business school & was active in the Beta Gamma Sigma Honors Fraternity. I went to USD initially for a spot on the football team. This path was quickly ended by a serious neck injury I sustained during fall camp which ended my athletic career and gave me space to realize more academic potential.I graduated in the worst recession of the last 50 years in 2009 but was able to secure a job at Grant Thornton in San Francisco. I became a CPA & was promoted to senior associate in just 18 months. During this time, I also took graduate classes in the tax program at Golden Gate University. GT taught me at 24 to talk confidently with CFOs of major corporations and forced me to grow up quickly. Although I loved the culture and inspiring people, I soon realized that being an auditor wasn’t my dream & I set out to find a related career focused on forward looking work dealing with individuals in a more personal manner.
I shifted to personal finance & joined Waddell & Reed. I enjoyed Waddell and learned a great deal about investment & insurance products and how/when they could be appropriately used, but I was compelled to transition to an independent firm. I knew I needed to be 100% detached / uninfluenced from product sales. I found Marin Wealth Advisors where I spent 3 years getting my practice off the ground.
Rounding out 2016, my partner, predecessor advisor, & I decided to take the big step of starting our own firm... Fiduciary Financial Group with $0 under management. Just over 8 years later, we manage ~$715M for our clients.
My style - I’ll always tell you the truth about where you are & where you can expect to be. I won’t pull punches if you need tough love to spur life changes to better your financial outlook. You’ll know what you can realistically achieve at any given moment & know I'm shooting straight.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
- Financial Planning Association
Primary Location
2601 N. Bogus Basin Rd, Boise, ID 83702
Additional Locations
📍 1101 Fifth Ave, Suite 305, San Rafael, CA 94901
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Please call me at 208-957-6922, contact me by email using the 'Contact Me' button on this page, or click the 'Book Intro Call' button above and complete the brief form so we can learn more about you and arrange a conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Fiduciary Financial Group
At Fiduciary Financial Group, we adhere to the highest standard of professional ethics: the fiduciary standard of care. Our commitment is to provide advice and recommendations that prioritize our client's best interests.We offer comprehensive financial planning and wealth management services. This includes not only reviewing clients' budgets and investments but also their estate plans, beneficiary designations, insurance documents, and tax returns. Our approach is entirely objective, with no incentives to promote specific investment products.
Our goal is clear: to grow your wealth as much as possible within your risk tolerance. We focus on liquid and publicly traded investments, and we invest alongside our clients in many of the same assets. Occasionally, we also consider private and alternative investments to enhance diversification when appropriate.
We are a team of professionals with decades of experience in investment, tax, accounting, and legal fields, delivering unparalleled value. We serve high-net-worth retirees, executives, tech professionals, and successful business owners, striving to maximize their financial potential.
Our advice covers financial investments, real estate assets, tax strategies, equity compensation, estate planning, insurance packages, and more. We earn no commissions or kickbacks, maintaining a sole fiduciary duty to our clients. This model, combined with our partners' impeccable records, fosters a relationship built on trust and transparency.
Education
BS Accountancy, University of San Diego, Summa Cum Laude
Hobbies and Interests
- Family
- Football
- Hiking
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Investors
- Living in Retirement
- Real Estate Investors
- Single Women
- Technology Professionals
- Widow
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