Founded in 1935, D.A. Davidson is an employee-owned financial services firm dedicated to helping individuals, families, businesses, and institutions achieve their financial goals through personalized advice and long-term relationships. With a full range of services including wealth management, retirement planning, investment management, trust services, and financial consulting, D.A. Davidson combines national resources with a client-focused approach rooted in integrity and trust. Their experienced advisors work closely with clients to develop customized strategies designed to navigate life’s milestones and build lasting financial confidence. Today, D.A. Davidson continues its tradition of delivering thoughtful guidance and exceptional service to communities throughout the West and across the nation.