Hi, I’m Eric Davis, CFP®, BFA™.
I didn't set out to become a financial planner.
Like many worthwhile careers, mine found me gradually.
Before advising families, I was a professional skier and eventually competed at the University of Colorado, where I helped my team win an NCAA National Championship. After college, I worked in investment banking and started businesses. All the while, I’ve been fascinated by the psychology of money. And over the course of my professional career, I’ve continued to explore the following questions:
What does a healthy relationship with money look like? For an individual? For a family? For a society?
How can we navigate big financial decisions in a way that doesn’t cloud our judgement or compromise our values?
How do we find purpose in life and how can money support that exploration?
These questions ultimately led me to financial planning where, for nearly 12 years, I've worked with entrepreneurs, executives, business owners, and families navigating many of life's most consequential decisions: selling businesses, exercising stock options, planning for retirement, caring for aging parents, dealing with the death of a loved one, navigating divorce, receiving inheritances, and creating lasting legacies.
Those decisions are about values, identity, family, purpose.
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Alongside my professional career, I've spent years studying behavioral finance, psychology, and meditation. These interests are very personal.
In my twenties, I was diagnosed with severe autoimmune disease. That experience fundamentally changed how I think about life, purpose, uncertainty, resilience, and what truly matters. Learn more here: Eric’s guest Podcast, and here: Eric’s talk on “growth”
Going from professional athlete to being nearly debilitated taught me the role that mind plays in our experience of being human. And the clarity I discovered out of this hardship is that my life has more purpose when I help others. That lesson continues to shape how I work with clients today.
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Outside of work, you'll usually find me in the mountains with my wife and two young children, supporting meditation courses and retreats, or moving my body outdoors - which first inspired my appreciation for perspective and simplicity.
My Approach
Making any big life decisions begins by first understanding what matters most and understanding the trade-offs.
The numbers matter—but they're only meaningful when they support a life that feels aligned with what you care about most.
The purpose and meaning I get from this profession is measured by the clarity I bring clients so they feel good about their decisions.
And I find this clarity comes from combining the rigor of financial analysis, planning, and modeling with the deep exploration of what is most important in our individual lives.