Melinda K. Davis, CFP<sup>&reg;</sup> - Financial Advisor

Melinda K. Davis, CFP®

CRPC

Founder

Davis Wealth Advisors

264 South River Road, Suite 514
Bedford, NH 03110
FINANCIAL ADVISOR'S WEBSITE
(603) 836-3477

General

Melinda Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Davis Wealth Advisors in Bedford, NH and the surrounding communities.

Financial Advisor Overview

Are you looking for an advisor who can help you make decisions today with confidence, knowing today’s spending won’t mean saying no to something more important down the road? Do you want someone who can keep you on track to meet your financial goals and free up your most precious resource, TIME, to spend it on what matters most to you? We will act as your personal CFO. Our financial life planning process will help you organize your financial life, clarify your personal and your family’s goals, and create a plan to achieve your dreams. As new opportunities come up, we will be your thinking partner to model decisions so you can move forward with confidence. We believe your spending and investing should be aligned with your values, and will help you develop a strategy you are excited about. We look at the big picture, advising on everything from tax planning and investment management to charitable giving. If you are a business owner, we understand that your business is probably your biggest and best investment. We will work with you to understand your long-term strategy, whether it be to generate income, transition leadership to the next generation, or sell to achieve your dreams. We are a fee-only financial life planning firm and charge a flat fee based on the complexity of the services we are providing to you. What does this mean to you? It means you pay us for the advice we give you and the services we provide, not as a percent of the wealth you have accumulated. Call today to schedule a “Get Acquainted” meeting and see if we can help you create clarity and peace of mind around your financial life.

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Financial Advisor Experience

Melinda Davis has a passion for helping successful families create financial security and peace of mind, so they can spend more time doing the things they love. After having a bad advisor experience in her 20’s while she was working in corporate finance, she switched careers to devote her time to giving unbiased advice and providing education to individuals and families with complex financial planning and investment management needs. She has over 20 years of experience in finance, and in 2017 launched her own Registered Investment Advisory firm, Davis Wealth Advisors. As an independent, fee-only wealth management firm, there are no conflicts of interest. She is committed to always acting in clients’ best interest. Melinda has a Masters in Finance from Boston College, a B.S. in Finance from the University of Florida and is a CERTIFIED FINANCIAL PLANNER™ professional as well as Chartered Retirement Planning Counselor™. She lives on a farm in southern New Hampshire with her husband and two daughters.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Corporate Finance, Investment Management, Estate Planning, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources