Melinda Davis (BS, CFP®, CRPC®, MS)

Melinda Davis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Financial Life Planning, Business Planning,  Tax Planning, Investment Management, Insurance Planning, Education Planning, Charitable Giving, Longevity Planning, Estate Planning

Additional Information

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.

NAPFA Start Date

March 21, 2018

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This Office

264 South River Road Suite 514 Bedford, NH 03110-7066 Phone: (603) 836-3477

Other Offices

25 Valley Rd Hampstead, NH 03841-2002 Phone: (603) 836-3477