Melinda Davis
CFP®, CRPC®
Davis Wealth Advisors
Founder and Wealth Advisor
Melinda Davis
CFP®, CRPC®
Davis Wealth Advisors
Founder and Wealth Advisor
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? Let us help you bring clarity and confidence to your financial life. - Melinda Davis, CFP®, CRPC®
Fee-Only financial planner with offices in Hamstead and Beford, NH, serving clients locally and across the country
Meet Melinda Davis
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.
Melinda 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Melinda 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.
Contact Melinda Davis
Office Locations:
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12 Stiles Road
Suite 203
Salem, NH 03079 -
25 Valley Rd
Hampstead, NH 03841 -
264 South River Road
Suite 514
Bedford, NH 03110
