Not afraid to toss a sport's analogy into the mix, Joseph P. Davis is confident he and his team of three advisors act as true financial quarterbacks for their family of clients.

"The concept of team has gotten to a point where you've got three producers and two assistants and that's considered a team," says Davis, who founded Durham, N.C.-based DWM Advisors ( just last year as a family-styled office. "That's a distribution team but not an advisory team. They may have specialized knowledge, but they're not representing the client first."

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