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Welcome to Davis Wealth Advisors

EXCEPTIONAL ADVICE

Our goal is to provide exceptional advice and a wealth management experience that delivers to you the confidence and peace of mind to live your life to its fullest.

PARTNERSHIP WITH YOU

We act as a fiduciary for our clients, which means we ALWAYS act in your best interests. We believe in complete transparency and are a fee-only wealth management firm. This means there are no hidden fees, we receive no commissions, referral fees or kick backs.

FINANCIAL WELL-BEING

We know talking about money and planning for the future can create anxiety. We will help you to create financial well-being. We believe having a plan and a guide to provide education and advice along the way is invaluable. Life doesn’t always happen as planned. Unexpected things happen and adjustments are needed along the way.

QUESTIONS ABOUT YOUR FINANCIAL FUTURE? ASK US.

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What is your Risk Number?

Do you know the level of risk in your investment portfolio? With Riskalyze we can determine your Risk Number – an assessment of the expectations of your portfolio’s return using risk rather than average return. With Riskalyze we can build a portfolio for you based on your acceptable levels of risk and aligns with your investment goals.

WHO WE ARE

Melinda Davis, founder of Davis Wealth Advisors, has a Masters degree in Finance from the Wallace E. Carol Graduate School of Management at Boston College, is a Certified Financial Planner (CFP®), as well as Charter Retirement Planning Counselor (CRPC®). She is a lifelong learner, always working to be the best in her field and bring that knowledge to her client relationships.

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WHAT WE DO

We provide Wealth Management and Financial Planning Consulting to business owners as well as couples nearing retirement, that have complex planning needs and value sound advice. Winston Churchill once said “Let our advance worrying become advance thinking and planning.” Helping clients achieve peace of mind or realize something is possible that they never would have dreamed of is what we love to do.

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HOW WE DO IT

At Davis Wealth Advisors we take advantage of the latest tools and strategies to formulate your financial plan. Our financial planning process starts with discovery – a review of your current financial situation and your hopes, dreams and fears. We run multiple scenarios of what is possible and identify what risks need to be managed. We review insurance and estate plans, recommend tax savings strategies, and monitor and adjust your portfolio on an ongoing basis.

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LET’S WORK TOGETHER

Our goal is to work with clients the way they want to be served. For some clients this may mean face-to-face meetings while others may prefer regular updates via e-mail. We are flexible in our approach and adjust our client relationships to meet their individual needs.