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®

603-836-3477

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

  • National Association of Personal Financial Advisors (NAPFA)
    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.

Contact Melinda Davis

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Office Locations:

  • 12 Stiles Road
    Suite 203
    Salem, NH 03079
  • 25 Valley Rd
    Hampstead, NH 03841
  • 264 South River Road
    Suite 514
    Bedford, NH 03110

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