About Davidson Benefits Planning, an Alera Group Company

Since 1983, Davidson’s expertise is benefits advisory services for clients in the Northwest. Our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.

Davidson Benefits Planning is fully-owned division of Alera Group. Alera is a leading independent national employee benefits, property and casualty, wealth management and retirement services firm created through a merger of like-minded entrepreneurial firms across the United States.

Our Philosophy and Culture

Davidson balances a rich history of integrity, hard work and professionalism with a commitment to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:

  • Expect far more from ourselves than we do from others
  • Inspire excellence and success
  • Lead with integrity and wisdom
  • Provide fanatical attention to service, consistency and detail

Our promise is to continue partnering with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.

Davidson is well known for our culture. We make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff.  Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.

Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.

As a result, we have very happy and appreciative employees and outstanding performance for our clients.  Davidson was awarded Top 100 Employer to Work for in Oregon for the 14th year in a row.