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for a better life


Davis Financial Planning is an independent, fee-only financial planning firm located in Asheville, NC supporting clients locally and nationally. 

Working with our fee-only financial planners is a collaborative process to realize what you want for your life and legacy. Your financial plans should reflect your unique goals and circumstances. As things change, so should your financial plans. Independent advice, expertise, and routine reviews of your plans can make all the difference.  
Let’s explore what’s possible together, request a confidential call with one of our financial planners today. 




In addition to providing coordinated financial planning to our clients who own businesses or have other complex needs, Al leads the firm in its strategic direction. A CERTIFIED FINANCIAL PLANNER TM  professional, he started the firm in 2010 out of a desire for a more comprehensive and flexible approach to support people in achieving their financial dreams. Al is also an Enrolled Agent, a designation provided by the IRS. Prior to starting his own firm, Al’s career was based in banking including work as a business banker, private banking manager, and bank regional director.  He has served as President of the Alliance of Comprehensive Planners and as President of the Land of Sky Estate Planning Council. 

Al has been active in the Asheville community for many years serving on the boards of Asheville Community Theater, UNC Asheville Foundation, and Asheville Parks and Greenways Foundation. He is also a member of the Rotary Club of Asheville and is also a long-time supporter and volunteer with the Asheville Area Chamber of Commerce, United Way of Asheville and Buncombe County, and Big Brothers Big Sisters of WNC. 

He graduated from Appalachian State University earning a degree in business administration and holds an MBA from The University of Tennessee. He lives in Asheville with his family and enjoys hiking, travelling, reading and spending time with this family.




Rick enjoys helping clients put a financial plan in place that gives them peace of mind making current and future financial decisions. He has a particular knack for achieving this balance for those with young families as they navigate competing financial priorities. An educator at heart and by training, Rick takes time to answer questions and explain options in easy to understand terms. In addition to earning the CERTIFIED FINANCIAL PLANNER TM mark, Rick is also an Enrolled Agent, which allows him to communicate with the IRS on behalf of clients should the need arise. 

Rick joined our team in 2016 as a Financial Planning Associate after a 10-year career in education here in Asheville where he taught all levels of mathematics including AP Calculus. As a teacher, he enjoyed incorporating financial literacy concepts into the classroom at an early age. Prior to teaching, Rick worked with at-risk youth in foster care and residential treatment group homes. 

He is a graduate of Pepperdine University with a degree in Business Administration. When not supporting our clients, he hikes, mountain bikes, plays water polo and tennis, and enjoys exploring Asheville and the surrounding mountains with his wife and two children.  Rick serves as a member of the Finance Committee with Evergreen Charter School.




Adrianne was named CEO of Davis Financial Planning in 2022 after nearly two years as our Operations Director. As CEO she leads and manages the business, develops and executes our business strategies, and allows the other partners to focus on our financial planning services and most importantly, our clients. She is also responsible for our marketing and human resources.

As our Operations Director, Adrianne focused on the systems, tools, and processes needed to achieve our long and short-term goals.  Prior to joining our team in 2020, Adrianne spent seven years in a similar role for three local companies with shared ownership. Her career also includes over a decade of service to the small business community through roles with the Small Business & Technology Development Center and Grove Arcade Public Market Foundation. 

Adrianne and her family have called Asheville home for more than 20 years. During that time she has served on the Buncombe County Women’s Commission, helped form a local organization for doulas, and served on the Board of Directors for an area charter school. She is active in the certified B Corporation community locally and nationally. 

She is a graduate of Warren Wilson College and has an MBA from Western Carolina University. Adrianne is also an avid Carolina Panthers fan. 




As our Client Services Manager, Sonya, is the one who truly keeps the office running on a day-to-day basis from scheduling appointments to opening accounts. She joined our team in 2017 bringing a wealth of experience in administrative and management roles in area medical practices and a local accounting firm. 

If you have talked with Sonya, you probably wouldn’t guess that she’s actually a shy person! She learned early how to stretch herself and become more outgoing. Her first job at age 16 was in a local grocery store where she quickly moved into an administrative assistant role for the district manager tasked with making phone call after phone call. Her desire to help things run smoothly for her team has driven her throughout her career.

Sonya lives in Mills River with her husband. She has two adult children and one much loved grand dog. Sonya has a heart for service and is passionate about mission trips to an orphanage in Africa.




Taylor provides key support for our lead planners as a Financial Planning Associate. In client meetings, she acts as an extra set of eyes and ears to ensure all the details are captured. Outside of client planning sessions, Taylor handles documentation, data entry, updates financial planning documents, and conducts research to help ensure our clients and our team have up-to-date and accurate information. 

Taylor joined our team in 2018 as an intern and was hired full-time after graduating from Western Carolina University with a degree in Financial Planning. Originally expecting to pursue accounting, she discovered that financial planning allows her to utilize her analytical skills, attention to detail, and desire to support others in achieving their life goals. Before joining Davis Financial Planning, Taylor held a number of positions working in retail and as a teller at Asheville Savings Bank. 

Outside of work, she is a competitive stock car racer. When she's not racing, Taylor enjoys spending time with family especially on Lake James.  And no, she's not related to Mack. 




As a Financial Planning Associate, Mack provides critical support for our lead planners and clients. He assists with preparation for client meetings including research, data entry, and updating financial planning documents. In client meetings, Mack acts as a second set of ears and eyes to ensure no details are missed.  He ensures follow-up tasks are documented and assists with other documentation and custodian form completion.

Before relocating from Indiana to join our team in February 2022, Mack graduated from the University of North Carolina at Wilmington with a degree in Finance.  He was swimmer at UNC-W competing in freestyle events. Mack was inspired to pursue a career in financial planning after his father joined the profession.

Mack enjoys being active and can be found working out and swimming in preparation for lifeguard competitions. He loves a good sandwich and is fan favorite among the team’s dogs, particularly Anne’s poodle Oliver. And no, he's not related to Taylor (his name itsn't mispelled either, we get asked that a lot).