The mission of Northeast Financial Consultants is to help our clients successfully fulfill their goals in a reliable, disciplined process with a commitment to integrity. Our goal is to deliver clear and understandable solutions in a complex investment world and to uncover compelling, best in class investments.

Our Story

Northeast Financial was founded in 1983 by Elwood Davis to provide comprehensive financial counseling services to teams of senior executives at select public companies. What began as a financial planning and tax advisory business has evolved into a multifamily office to support the family, lifestyle and legacy objectives of our High Net Worth clients and their families. 

Northeast Financial is an independent Registered Investment Advisor (RIA) that is registered with the SEC, with approx. $4.1 billion in assets under management as of December 31, 2023.