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8832 Blakeney Professional Drive
Suite 200
Charlotte, NC 28277

 


Bmusick@daviswilliams.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where Blakeney Financial Group comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.

Blakeney Financial Group (BFG) was established in 2013 by the principals of Davis Williams Wealth Management to allow independent financial advisors a place to share resources.  All advisors of BFG are independent and own their firms.

Advisors utilize BFG to take advantage of shared resources and best practices.  Within the group they share investment ideas and technology to enhance their own business practices.  BFG itself acts as an Office of Supervisory Jurisdiction in assisting advisors with regulatory and compliance requirements.

BFG advisors can leverage the collective knowledge of other colleagues within the group.  This allows them to greatly enhance their practice in delivering solid products and services.