Preszler Wealth Planning, A Service of D A Davidson & Co.

05/18/2026

Giving back to the communities we live in is an important value in my life and in the lives of many of our practice's clients. One of my passions is to help our clients maximize the impact of their gifts, both to the charities receiving them and to the donor in terms of giving tax-efficiently.

To learn more about how we do that, watch the latest video is our series designed to educate and introduce our practice to potential new clients.

04/24/2026

Looking for insights into the impact of the Iran conflict on inflation, the economy and markets? Check out the latest video from D.A. Davidson's research team.

Playing It Strait: Market Outlook in Under 7 Minutes with James Ragan

04/10/2026

Taking a planning-first approach is at the core of what we do at Preszler Wealth Planning, a Service of D.A. Davidson. Learn more about what it means to be planning-o-centric in our latest video to introduce potential new clients to our practice.

03/30/2026

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown alongside our clients—through rising and falling markets, across generations, and through the moments that matter most.

From family farms to Fortune 500 companies, from first investments to complex transactions, our six business lines share one purpose: to guide with clarity, conviction, and care. Because advice isn’t just numbers on a page—it’s understanding, stewardship, and strength.

Learn more at dadavidson.com.

At D.A. Davidson, we started with a simple belief: advice rooted in trust can last a lifetime. For 90 years, we’ve grown alongside our clients—through rising...

03/13/2026

Tax season is upon us. Being tax-aware as we invest can have a significant impact. To learn more about tax-aware investing, watch the latest in our series of short videos as we introduce potential new clients to our practice.

03/02/2026

We are pleased to roll out the first in a series of short videos to introduce our practice to potential new clients.

While this initial video is a simple introduction, future videos will cover topics such as tax-smart investing and charitable giving as well as the importance of a planning focused approach.

11/07/2025

Last week, the Medford branch celebrated one of D.A. Davidson's wonderful traditions: our Davidson Days of Giving. We came together to sort donations at the Access food bank warehouse in Medford.

This year marks the 90-year anniversary of the firm. To celebrate, branches through Davidson embarked on a 90 days of Giving campaign from August to October, with employees across the country donating thousands of hours to organizations in the communities we serve.

10/15/2025

Our look has evolved, but our values remain. Here’s to 90 years of service, connection, and to the future we’re building together.

10/06/2025

We had a great time at the 4th annual Asante Walk for Hope on Saturday, honoring survivors while raising funds and awareness for cancer care in our valley. It was terrific to see the community come together for an important cause.

From left: Maddy Dalton, Erin Preszler, Dave Preszler and Diane Holt.

09/30/2025

Protecting your credit is more important than ever. If you suspect your personal data has been exposed, freezing your credit is a simple and effective way to prevent fraud and unauthorized access. Check out this quick guide to learn how.

A credit freeze, also known as a security freeze, is a way to restrict access to your credit report and prevent identity theft if you suspect your credit report or personal data has been exposed.