Broker Check
Davis Siliga, CFP®

Davis Siliga, CFP®

Wealth Advisor

Davis Siliga’s practice can be described with one keyword, collaboration. He believes that the most successful wealth management strategies are built around the client, catering to their specific needs, concerns, and goals. He understands that it is the client who is ultimately in the driver’s seat and his role is to provide the best education, guidance, and framework to help them make the best decisions for their family. After getting to know his clients, he works with them to create a comprehensive, in-depth financial plan. This process is carried out with a focus on educating his clients on:

1) The merits of investing for the long term and understanding market risk

2) Planning for the best- and worst-case scenarios

3) Managing retirement distribution strategies to support clients’ desired lifestyles

Davis collaborates with his client’s tax professional, estate attorney, human resources department, etc. to build a truly holistic plan that gives his client’s the best chance of accomplishing their goals. He prides himself in ongoing service and communication with his clients so that their plan is consistently updated to adapt to life’s many transitions.

Davis primarily works with business owners, State of Oregon employees, and individuals in or nearing retirement. He is a graduate of the University of Oregon with a Bachelor of Science in Human Physiology. Davis is a CERTIFIED FINANCIAL PLANNER™ professional and holds the series 6,7, 63 and 66 registrations through LPL Financial.

Born and raised in Southern Oregon, Davis now resides in Beaverton with his wife Mallery. They love spending time with their American Akita, Malu, and their rescue Persian cat, Hughie. Trips to the coast, cooking meals together, and movie nights are some of their favorite activities.