About us
Financial advice with a personal touch.
Enriched Advice was founded to provide you with a personal, client-centered approach to financial advice. Based in Virginia, we specialize in financial strategies that go beyond portfolios to address your lifestyle, values, and aspirations. From tax optimization to estate planning, we’re here to guide you with transparency, empathy, and a shared commitment to your success.
Meet Davis.
Partner
My path into financial planning wasn’t accidental. What started as natural curiosity deepened into something more meaningful: understanding that effective planning bridges people’s present circumstances with their future aspirations.
Starting at Virginia Tech, my passion for personal finance has developed into a 12-year career, where I’ve been fortunate to work, most recently, with a pioneering, fee-only financial planning firm in Richmond, VA. Having dedicated my career to financial planning, I’ve come to value both the analytical precision and creative ingenuity required to solve financial challenges.
When I’m not working with clients, you’ll likely find me on the golf course (still perfecting that elusive swing), buried in a good book, or spending quality time with my wife, Erin, family and friends—the ultimate investment in a well-lived life.
“We believe the right advice doesn’t just enrich your wallet — it enriches your life.
That’s what drives us.”
What we do.
Financial Planning
Tax Optimization
Investment Management
Insurance Reviews
Retirement Strategies
Legacy Planning
Values we live by.
Clarity Comes First
We simplify financial concepts into clear, actionable steps — no jargon, no fluff.
Tailored to You
We create plans that fit your life — not the other way around. Your goals, your future.
Authenticity Always
We provide honest, straightforward advice — a genuine approach to decision-making.
Knowledge Empowers
We always explain the “why”, ensuring you make decisions with confidence and clarity.
Learn more today.
Take the next step toward your financial future with confidence.