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Partner, CPA CFP®
Fiduciary Financial Group, LLC
Tax-aware CPA advice without the typical "tax-only" tunnel vision. Helping clients understand the true economics of their financial decisions.
Richard Davey, CPA, CFP®, is the Founder and Partner of Fiduciary Financial Group (FFG), a registered investment advisory firm managing over $1 billion in client assets. FFG has offices in California and Idaho and has been recognized as one of the fastest organically growing independent RIAs in the United States. Richard began his career in public accounting, auditing technology and financial services companies before transitioning fully into wealth management. He brings more than 15 years of experience in financial services, with a specialized focus on integrating advanced tax planning with investment management and estate strategy. FFG’s defining advantage is the disciplined integration of CPA-level tax advice and preparation alongside comprehensive wealth management, including portfolio management, retirement planning, estate planning, real estate strategy, and multi-generational family governance. This integrated model allows clients to make coordinated decisions across their entire financial picture rather than treating tax and investments as separate silos. Richard is passionate about long-term planning, intelligent investing, and helping families build durable financial structures that span generations. Outside the office, he is an avid tennis player and enjoys spending time with his wife and two daughters in Boise.
Experience
16 years
Firm Size
medium
Response Time
within-48-hours
Firm
Fiduciary Financial Group, LLC
Number of Clients
375
Average Account Size
1m-2m
Response Time
within-48-hours
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Profile last updated: 02/16/2026
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