Times and conditions change so rapidly that we must keep our aim constantly focused on the future.
- Walt DisneyDaviman Financial, LLC is an Independent, fee-based Registered Investment Adviser (RIA) based in Indianapolis, Indiana. With education and process at our core, we help our clients identify and address concerns in almost every aspect of their financial life including investment management, retirement, education, estate, tax planning, and risk management. Working together to help focus and prioritize their goals, we design a unique, coordinated strategy, resulting in better financial outcomes and peace of mind.
Meet Our Financial Planners

Rone J. Davis
Principal, Chief Investment Officer
Rone J. Davis, AIF®, CLU®, ChFC®, MSFS, CFP®, has been in the Financial Services industry for 18 years advising private wealth.
He graduated from Manchester College, earning a degree in Business Administration and Economics. After
Rone has always valued education and the lifelong pursuit of knowledge in his field. This drive motivated him to earn multiple advanced designations including the Chartered Life Underwriter, Chartered Financial Consultant, Master of Science in Financial Services, Accredited Investment Fiduciary, and Certified Financial Planner designations.
Rone has extensive work advising individual clients, businesses, pensions, foundations
Rone currently serves on the Boards of the Fort Wayne Estate Planning Council and the Gift Planning Committee for the Riley Children’s Foundation. In his free


Brendan Crews
Portfolio Manager
Brendan M. Crews, CFP®, has been in the Financial Services Industry for over 8 years assisting clients in making
An Ohio transplant, he moved to Indiana to attend IUPUI as a student and member of the IUPUI Men’s Soccer Team. During his four years as a
Brendan started his career in the Financial Services Industry with New York Life as an agent and registered representative. He later worked as an Investment Advisor under their RIA channel known as Eagle Strategies, LLC where he expanded his work to include small business retirement plans. He currently serves as a Portfolio Manager and Investment Advisor Representative at Daviman Financial LLC, an independent Registered Investment Advisory firm founded to bring a higher level of service to clients through increased education, transparency and
In his free
Our Process
Here’s a brief overview of what you can expect when you work with us:


First, we really want to know what prompted you to reach out. Are you approaching retirement and concerned about your investments, a business owner frustrated about taxes, a soon-to-be new parent, or someone looking to get a handle on your debt? Often it’s more than a single thing, but this helps us understand what you want to accomplish and the best way for us to help. We really want to clarify your concerns and define what success in each of those areas would look like to you.
Second, we want to talk about




Third, we discuss
We never put time limits on our meeting so you are always welcome and encouraged to ask as many questions as you like. Open communication is the key. If you have a concern you need help with please don’t hesitate to contact us and walk through the steps yourself.
Investing
- What rate of return should I expect?
- How “safe” is the stock market?
- How much risk should I be taking?
- Roth IRA / 401k or Traditional IRA / 401k?
- How do I diversify my investments?
Financial Planning
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How much should I be saving for retirement?
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When can I retire?
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Will I run out of money?
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How do I save for my kids’ college education?
- What should I be doing in my business to lower my taxes?
Insurance
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How much life insurance do I need?
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Should I take the group disability policy offered through my work?
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If I retire before 65 what are my options for health insurance?
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What does a personal umbrella liability policy protect me from?
- At what age should I consider long term care insurance?
Life Events
Life happens and often it has a way of impacting our goals. We help you plan for the ones you dream about and navigate the challenges it can throw at you. Either way, we're here to help you.
- Getting married
- Receiving an inheritance
- Buying a home/vacation home
- Starting a family
- Paying off student loans
- Consolidating debt
- Making major charitable donations
- Long-term care events
- Losing a job or changing employers
Follow Us
5975 Castle Creek Parkway North Dr
STE 440
Indianapolis IN 46250-4377
(317) 207-0175
© Daviman Financial LLC - 2019 - All Rights Reserved