Welcome to 2 Sisters Financial
Two Advisors, One Commitment, Your Financial Future.
When the questions get complicated and the stakes feel high, having two experienced advisors working your plan together changes what's possible. We've spent over thirty years helping clients across the country move from uncertainty toward something they can count on.
What We Do
Planning for What Matters Most
Life brings financial questions that don't have simple answers. Whether you're approaching retirement, managing significant assets, navigating a major transition, or simply trying to make sure your plan will hold up over time, we work with you to build a strategy that fits where you are and where you're headed. Two advisors, one shared commitment, and a track record built one client at a time.
Corporate Executives and Professionals
Managing income, benefits, and long-term wealth at a career's peak.
Retirees and Pre-Retirees
Preparing for or living in retirement with income that needs to last.
Business Owners
Planning around a business that is both a livelihood and a financial asset.
High-Net-Worth Families
Coordinating complex financial lives across investments, estate, and legacy.
Retirement Planning
We help you understand your pension, Social Security, and retirement accounts and how they work together.
Education Strategies
We help families plan for education costs without pulling resources away from long-term goals.
Estate Planning
We work with you to make sure your assets go where you intend and your family is protected.
Legacy Planning
We help you think through how your wealth serves your family and reflects your values over time.
Business Owner Guidance
We work with business owners on the financial decisions that come with ownership, transitions, and exit planning.
High-Net-Worth Client Guidance
We help clients with significant assets coordinate complex financial lives into a single, cohesive strategy.
Who We Are
Over Three Decades. Two Advisors. One Office.
Renita Dick and Renda Reese Davis have been working together since 1991, building a practice known for expertise in state pensions, 401k rollovers, and retirement preparation. Their clients span the country, but their approach has never changed.