Michael Davis
Founder
Legs Financial
Specializing in working with families caring for loved ones with special needs AND working professionals with children. We believe in financial planning for all and meeting you wherever you are along your journey towards meeting your lifetime goals.
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Specializing in working with families caring for loved ones with special needs AND working professionals with children.
As a fee-only and fiduciary financial advisor, Legs Financial is never paid a commission of any kind and has a legal obligation to provide unbiased financial advice.
While our home base is Greensboro, NC, we meet with clients face-to-face in the Triad and Triangle areas, or connect virtually no matter where you call home.
Contact us to schedule an introductory call to see if we may be a fit for you.
Get to Know Michael Davis
Mike began his career as a high school Physics teacher and tennis coach before moving into finance in 2007. Mike is a teacher at heart and throughout his career, he has worked closely with students, individual investors, financial advisors, and organizations to plot a path to meet their goals. He is passionate about the planning process and believes in creating memorable experiences along the journey to financial freedom.
Originally from Michigan, Mike and his wife Carly moved to North Carolina in 2003 and now call Greensboro home with their daughters Sophie and Ashlyn and their dog Scarlett. In his leisure time, Mike enjoys theater, playing tennis, hiking, kayaking, and dabbling in pickleball.
Mike holds a Bachelor of Arts in Physics from Wayne State University in Detroit where he also played collegiate tennis for the Warriors.
I Can Help You With:
- Special Needs Planning
- Comprehensive Financial Planning
- Education Planning
- Risk Management
- Tax Planning
- Retirement Planning
- Investment Management
- Estate Planning
Ideal Clients:
- Families caring for loved ones with special needs
- Working professionals with children
- Sudden Money Situations
- Novice Investors
FAQ with Michael Davis
- What is financial planning?
- Why do I need a financial plan?
- What are your fees?
Financial planning is a comprehensive process that involves assessing your current financial situation, identifying your financial goals, and developing a strategic plan to achieve those goals. It encompasses various aspects of personal finance, including budgeting, saving, investing, retirement planning, tax planning, insurance, and estate planning.
The primary purpose of financial planning is to help individuals and families make informed decisions about their money, ensuring that their resources are allocated effectively to meet their short-term and long-term financial objectives.
- What is financial planning?
Financial planning is a comprehensive process that involves assessing your current financial situation, identifying your financial goals, and developing a strategic plan to achieve those goals. It encompasses various aspects of personal finance, including budgeting, saving, investing, retirement planning, tax planning, insurance, and estate planning.
The primary purpose of financial planning is to help individuals and families make informed decisions about their money, ensuring that their resources are allocated effectively to meet their short-term and long-term financial objectives.
- Why do I need a financial plan?
- What are your fees?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Michael Davis's Designations and Affiliations
Media Mentions and Industry Involvement
Michael Davis is Quoted on Financial-Planning.com: "How advisors can use ABLE accounts for disabled clients"
Michael Davis is Quoted in MarketWatch: "Political whiplash got you rattled? Don’t make this classic money mistake."
Michael Davis is Quoted in MarketWatch: "If you’re disabled and self-employed at 66 — is Social Security the only option?"
Office Locations
By Appointment or Virtual - Greensboro, NC 27455
