Mike Davis

Mike took a different path, and every stop along the way shaped how Legs Financial works today.

He started as a high school physics teacher, where he learned to take complex ideas and make them clear and actionable for people who had never encountered them before. That skill never left. Years at Vanguard grounded his investment philosophy in evidence, low cost, and long-term discipline. Working with advisors across a multi-state territory at LPL gave him a front-row view of the wide range of practices and offerings in the industry, and the perspective to see how a coordinated, planning-led approach could serve clients differently. Time at a tech startup sharpened his eye for the tools that actually help clients. And a stint at a trust company gave him firsthand experience in trust administration, an operational depth that translates directly into the planning work Legs Financial does for families with Special Needs Trusts and other complex structures. The pattern across all of it: every role added a layer. When it came time to build his own firm, Mike wanted a fee structure that would let recommendations stay separate from portfolio balance, including recommendations to move money out of investment accounts. Legs Financial operates on a transparent flat fee, quoted upfront based on the complexity of your situation, not the size of your portfolio. Mike earned his ChSNC® (Chartered Special Needs Consultant) designation specifically to offer deeper expertise and better support to families navigating Special Needs Trusts, Achieving a Better Life Experience (ABLE) accounts, and the long-term coordination required to plan for two lifetimes. For him, it is not just a credential. It is a commitment to carrying the heavy pack for families protecting a loved one’s quality of life. Mike and his family moved to North Carolina in 2003, settling in the Lake Norman area before relocating to Greensboro in December 2021. Outside the office, he volunteers as lead for Abilities Tennis in Greensboro, serves on the board of the Guilford Regional Tennis Association (GRETA), leads new Blind and Low-Vision tennis clinics, sits on the Mayor’s Committee for Persons with Disabilities, serves as Operations Lead for the Winston-Salem Open professional tennis tournament, and offers educational seminars to organizations across the area.