Josh Davis

CFP®

Davis Private Wealth, LLC

Founder & Senior Financial Planner

Josh Davis

CFP®

Davis Private Wealth, LLC

Founder & Senior Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Josh Davis, CFP®

Fee-Only financial planner located in Wellington, FL, serving clients locally and across the country

Josh Davis is a Wellington, FL fee-only financial planner. Davis Private Wealth, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Josh Davis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients.

Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.

Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.

Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He currently sits on the board of directors for the Financial Planning Association of South Florida and acts as the boards Treasurer for 2018 year and will be again for the upcoming 2019 board. He is also a member of the Wellington Chamber of Commerce and is continually serving clients throughout South Florida.

Josh lives in the Wellington area with his wife Melissa and their two girls Brielle and Alexa. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.

Josh Davis is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Who we serve

Davis Private Wealth serves a variety of clients with many different backgrounds. Our services are best suited for Working Professionals, Business Owners, and Individuals/Families. All our clients are working towards achieving one or multiple goals and they use Davis Private Wealth as their main resource for achieving these goals. We help to take the stress and complexity out of personal finance so that clients can focus on what matters most to them.

Why Davis Private Wealth?

Davis Private Wealth was founded as a fee-only wealth management firm in Wellington, FL. As an independent boutique firm, we strive to provide excellent client service that is difficult for most large institutional firms to offer. Our fee-only structure enables us to be fully transparent and avoid all biased commission products. Clients are always happy to know that they can get great investment advice without being pressured to purchase a product they don’t need.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Josh Davis

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Office Locations:

  • 1035 State Road 7, Suite 315-14
    Wellington, FL 33414

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