We take a comprehensive approach to help clients manage their investments and develop a sound financial plan. We provide effective tax strategies based on your situation to help you navigate the ever-changing tax landscape. Let us help you develop a powerful business plan that drives your business to the level of success you deserve.Davis & Ritter is a full-service tax and wealth management firm that helps people pursue all of their financial goals. From taxes to investments to insurance, we build a comprehensive plan suited to your situation.
Services
The firm, over the last several years, has provided services to nonprofit organizations and private sector clients. The firm has extensive hands-on management experience gained through working with nonprofit and private sector organizations while participating as a part of the senior management team. This helpful infographic will define bull and bear markets, as well as give a historical overview.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of taxes, investing, insurance, estate conservation, and preserving wealth. We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.
Davis & Ritter is a Maryland partnership formed for the purpose of offering Management Consulting, Financial Services, and Public Accountancy. The partners of the firm are members of the American Institute of Certified Public Accountants. The firm consists of a highly competent and professional management staff with varied backgrounds and technical expertise in management analysis, computer services, including implementation and training, data reporting & analysis, and in managing accounting departments, personnel offices, administrative offices and businesses, in general.
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