Brendan Crews
Daviman Financial provides customized financial planning and research-based investment management services to small business owners looking to increase the efficiency of their personal finances.
Brendan Crews · Fishers, Indiana
Is this you, Brendan?
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About
At Daviman Financial, we empower small business owners to optimize their personal finances through tailored financial planning and research-driven investment management. Our approach prioritizes education and transparency, guiding clients to identify and resolve concerns across all facets of their financial lives. This includes comprehensive support in investment management, retirement, education, estate, tax planning, and risk management. By collaborating with clients to clarify and prioritize their objectives, we craft unique, coordinated strategies that lead to improved financial outcomes and greater peace of mind.
Who they serve
- Founders
- HENRY (high earner, not rich yet)
- Pre-retirees
- Early-career professionals
Services
- 401(k) & IRA Management
- Asset Allocation
- College/Education Planning
- Education Planning
- Cash Flow Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Investment Management
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Risk Management
- Portfolio Management
- Pension Planning
- Life Transition Planning
- Insurance/Risk Management
- Financial Advice & Coaching
- Insurance Planning
- Business Succession Planning
- Wealth Management
- Liquidity & Exit Planning
Structured record
| Name | Brendan Crews |
|---|---|
| Firm | Brendan Crews |
| Location | Fishers, Indiana |
| Fee model | Percentage of Assets (AUM) · Flat Fee/Retainer · One-Time Financial Planning Fee · Hourly Rate |
| AUM | $100M - $500M |
| Founded | 2016 |
| Firm size | 2 - 5 employees |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | CFP (Certified Financial Planner) · Series 66 · Series 7 · Other |
| Investment approach | Blend of both |
| Website | https://davimanfinancial.com/ |
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Specialties
- Small business owners
- Retirement planning
- Pension planning