Davis Wealth Advisors
Fee-Only financial planner with offices in Hampstead and Bedford NH, and serving clients locally and across the country
Melinda Davis is a Hampstead and Bedford, NH fee-only financial planner. Davis Wealth Advisors provides comprehensive financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Melinda Davis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Tax Planning
- Company Stock Strategies
- Retirement Income Planning
- Investment Management
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Melinda Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Melinda Davis is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Melinda Davis is a NAPFA-Registered Financial Advisor
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.
Melinda 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.
Melinda Davis is a Money Quotient Trained Financial Advisor
Money Quotient is a 501(c)(3) non-profit organization founded on the belief that a holistic and multi-disciplinary approach to financial education and planning will engage individuals and inspire them to maximize their resources and live purposeful lives.
Contact Melinda Davis
25 Valley Road
Hampstead, NH 03841
264 South River Road
Bedford, NH 03110