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 and investment management to help retired couples, business owners, and working professionals 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. Davis Private Wealth, LLC recently opened a 2nd office in Jackson, MS.
Josh Davis 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. Josh served on the board of directors for the Financial Planning Association of South Florida from 2018-2020 and has served as the board's Treasurer. He 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
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Josh Davis is a NAPFA-Registered Financial AdvisorThe 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.
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Josh Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Josh Davis is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Josh Davis
Office Locations:
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1035 State Road 7
Suite 315-25
Wellington, FL 33414 -
1121 North Jefferson St
Jackson, MS 39202
