Why Harper Davis Financial?

We are focused on long term relationships with our clients and consider ourselves key members of your personal "Board of Directors" for life. Our belief is that each family or business, regardless of size, should have its own advocates or trusted advisors as members on their board. We serve our clients using this approach to coordinate with your other trusted advisors.  We have a team of highly focused professionals in financial planning, investments, and insurance, all under one roof.

We are local financial professionals who have been serving the Sacramento and Bay Area for over 40 years with national resources offering a wide variety of strategies from a broad array of investment companies and insurance carriers.  We partner with our clients to bring a focus on Protection for the Modern Family, Financial Literacy and Dignity in Retirement. Harper Davis Financial is positioned to offer you the close, personal attention with loyalty and genuine concern for your unique financial needs and circumstances.

*Equitable Advisors, LLC does not provide tax or legal advice.  Please consult your tax and/or legal advisor regarding your particular circumstances.