Our Services

Dedicated to helping clients understand the characteristics associated with many different investment options, we take the time to help clients make informed investment choices.

D.A. Davidson Financial Advisors have access to award-winning research which, along with a wide range of investment choices within our platform, helps us offer clients timely, informed advice. Additionally, D.A. Davidson Financial Advisors have access to a full team of professionals specializing in insurance, trust services, and estate, retirement, and financial planning, which means we have the capacity to develop comprehensive planning for clients designed to meet their long-term financial goals.

How we work for you

Every financial planner is unique. When you choose to invest with Nelson | Gray Financial Group, we commit to working together with you. 

•    Our common goal is to empower you to plan for unique stages of life with informed direction and financial confidence.  

•    Our personal commitment is to direct our decades of experience and leadership to build the best individualized solutions for your distinctive needs and circumstances.  

•    Our over-reaching objective is to help create the peace that comes with knowing you are on track with achieving your near and long-term goals.

We research and consider the collective assets of the finance industry, engaging a broad base of financial solutions with the professional support and resources of D.A. Davidson. We identify and pursue long-term comprehensive financial strategies for your unique portfolio. We back our personalized approach and traditional options with innovative solutions through service-driven financial and client communications technology. We select the best services available, engage an outstanding team of support professionals and utilize up-to-date technology to help guide progress and generate regular reports for your investments.  

PLAN TODAY  |  BUILD FOR TOMORROW  |  CREATE YOUR FUTURE

At the heart of it all is the personal relationship we seek with you, our clients, and with your families.