Phoenix Financial Incorporated provides Personal CFO-level wealth management backed by 33 years of experience. David Jamison builds personalized strategies to retain, protect, multiply, and preserve wealth for the long term. Serving clients in Houston, Dayton, California, and Florida, with a free discovery intake as your first step, you can learn what a Personal CFO approach could mean for your financial future.
© Phoenix Financial Incorporated
HOW IT WORKS
3 Simple Steps
to Your Personal Financial Strategy
Partner with David to build a coordinated financial strategy tailored to your unique goals, assets, and circumstances.
01
Complete Your Discovery Intake Form
Fill out the short form so David's team can review your situation and prepare for a meaningful first conversation.
02
Schedule Your One-Hour Discovery Call
After you submit your details, David's team will reach out to confirm your complimentary discovery call at a time that suits you.
03
Receive Your Personalized Wealth Strategy
David builds your personal balance sheet and develops a coordinated financial strategy tailored to your goals, assets, and circumstances.
About Us
A Personal CFO Trusted by Institutions and Relied on by Clients
David A. Jamison founded Phoenix Financial Incorporated on a straightforward belief: every financial decision should be informed by a complete picture of your financial life, not just your investment portfolio. With 33 years of wealth management experience, credentials spanning CLU, ChFC, CFP, and CFA designations, and a master's degree in finance from a top-30 program, David brings institutional-grade expertise to every client relationship. His reputation is recognized by major financial institutions, which refer their most complex clients to him at a rate of approximately three per day.
David's approach begins where most advisors' processes end. Before any strategy is recommended, he builds your personal balance sheet, a comprehensive snapshot of your assets, liabilities, income, and goals that informs every decision. Not institutionally bound and never reliant on generic solutions, David tailors every recommendation to your unique situation, using a proven financial framework focused on tax efficiency, retaining, protecting, multiplying, and preserving your wealth. The result is a high-touch, long-term partnership built on clarity, coordination, and confidence.
Personal CFO Approach
Ready To Build a Stronger
Financial Future?
Complete the form today to schedule your complimentary discovery session and learn how a Personal CFO approach can help support your goals.
CLAIM YOUR FREE DISCOVERY INTAKEWHY CHOOSE US
The Difference Between an Advisor
and a Personal CFO
Phoenix Financial Incorporated operates in a space where very few firms can. We combine institutional-grade credentials, a 33-year investment track record, and a Personal CFO model built around your complete financial picture—not just your portfolio—to deliver comprehensive wealth management.
Proven Track Record
David has delivered 20% average annual returns over 33 years, backed by deep market experience and a disciplined, long-term approach.
Elite Credentials & Institutional Trust
Holding CLU, ChFC, CFP, and CFA designations, along with a master's degree in finance from a top-30 program, David is trusted by major financial institutions to handle complex client referrals—approximately three per day.
Personal CFO Approach
Rather than jumping straight into portfolio discussions, David begins every engagement with an in-depth, one-hour discovery intake, building your personal balance sheet before recommending any strategy.
Financial Framework
Every recommendation is structured around five priorities: tax efficiency, retaining, protecting, multiplying, and preserving your wealth. We address the full financial picture so nothing falls through the cracks.
SPECIAL OFFER
Complimentary Discovery
Intake
Connect with David at no cost and with no obligation. In approximately one hour, he will review your complete financial picture and begin identifying opportunities to retain, protect, multiply, and transfer your wealth more efficiently.
After you submit your details, David's team will reach out to schedule your discovery call at a time that works for you.
Our Services
A Coordinated Financial Strategy
Built Around Your Complete Picture
At Phoenix Financial Incorporated, no strategy is built in isolation. Every service David delivers is coordinated through your personal balance sheet and guided by a framework focused on tax efficiency, retaining, protecting, multiplying, and preserving your wealth. This is what distinguishes a Personal CFO from a traditional advisor.
Holistic
Wealth Management
David approaches every dimension of your financial life as part of a single, integrated strategy. Rather than managing your portfolio in isolation, he coordinates your investment plan, tax position, protection, and legacy planning so each financial decision supports the next.
Strategic
Fractional CFO Services
For business owners and high-income individuals who need strategic financial leadership without hiring a full-time CFO, David steps in as your Personal CFO. He identifies inefficiencies, structures your financial position for long-term strength, and keeps your personal and business finances working in alignment.
Tailored
Investment Accounts
David builds investment strategies informed by your personal balance sheet and long-term goals. Whether your assets are diversified or concentrated, liquid or tied to a business, he designs a portfolio around your complete financial picture, not a generic model.
Annuities
For clients who need predictable income and protection from market volatility, David structures annuity solutions tailored to their retirement timelines and income requirements. Every placement is evaluated against their broader financial picture to ensure it strengthens their overall position.
Life Insurance
In a comprehensive wealth management model, life insurance is not treated as a standalone product. David integrates life insurance strategically into your overall plan, addressing income replacement, estate planning, business continuity, and wealth transfer in a way that serves your long-term goals.
Comprehensive Wealth Management You Can Trust for a Financially Secure Future
Stop leaving money on the table with portfolio-only advisors. David Jamison builds a complete wealth strategy covering investments, taxes, protection, and legacy planning. With 33 years of experience and a Personal CFO approach offered by fewer than 10% of firms nationwide, Phoenix Financial Incorporated helps you see the full picture.
Comprehensive Wealth Management You Can Trust for a Financially Secure Future
33-Year Track Record
20% Average Annual Returns
CLU, ChFC, CFP, and CFA Credentials
Personal Balance-Sheet-Driven Strategy
Stop leaving money on the table with portfolio-only advisors. David Jamison builds a complete wealth strategy covering investments, taxes, protection, and legacy planning. With 33 years of experience and a Personal CFO approach offered by fewer than 10% of firms nationwide, Phoenix Financial Incorporated helps you see the full picture.
33-Year Track Record
20% Average Annual Returns
CLU, ChFC, CFP, and CFA Credentials
Personal Balance-Sheet-Driven Strategy
YOUR WEALTH DESERVES A PERSONAL CFO
Comprehensive Wealth Management You Can Trust for a Financially Secure Future
Claim Your Complimentary Discovery Intake With David Jamison
100% Privacy Guaranteed
Testimonials
Hear From Our Clients
Discover how our Personal CFO approach helps clients gain clarity, confidence, and control over their financial future through personalized wealth management strategies designed around their unique goals and circumstances.
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David Jamison completely transformed our approach to retirement. We went from being uncertain about our future to having a clear, tax-efficient plan that gives us total peace of mind.
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The estate protection strategies implemented for our family were incredible. It ensured fair equalization for our children and saved us a tremendous amount in taxes.
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As a business owner, I was paying way too much in taxes. David's corporate investment restructuring saved me over $40k annually. Highly recommended.
