Holly Davis (CFP®, CPA)

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

  • College/Education Planning
  • Generation X
  • Hourly
  • Investment Advice without Ongoing Management
  • LGBT Couples and Families
  • Middle Income Client Needs

Additional Information

We are based in Seattle, WA, and serve clients virtually throughout the US. As an avid skier, cyclist, runner and mountain lover, I work with many clients who are also passionate about spending as much time as possible recreating in the mountains with their families. I specialize in helping busy families prioritize their multiple competing financial goals, such as:

  • College Savings
  • Home purchase (both primary and vacation)
  • Insurance Needs (life, disability, property & casualty)
  • Investment planning
  • Saving for retirement
  • Tax planning

After spending 15 years in corporate finance as a CPA I felt the desire for a more fulfilling career path. I made the switch to personal financial planning in 2014, earned the CFP marks, and spent 9 years at an Advice-Only firm providing hourly, project-based advice. I launched Alta Via Financial Planning with the intent to have deeper relationships with fewer clients, and provide a more collaborative, ongoing service model where I can more effectively set clients up for success in achieving their financial goals by serving as their accountability partner.

I strive to meet clients where they are at, with no judgment, in order to provide a comfortable and trusted environment. I often find that the “Less is More” approach to both life and financial planning helps clients to destress and simplify their financial lives so that they can focus on what is most important, like getting outside with their families. I also understand and promote the importance of experiencing your ideal life today rather than waiting until financial independence (aka retirement). The advice-only pricing model does not compensate me based on how much you have, and therefore I do not have an asset minimum. I only require that you be a nice human. As a fiduciary I will never sell products, and will always make recommendations that are solely in your best interest.

NAPFA Start Date

August 03, 2023


This Office

4616 25 th Ave NE, #307 PMB 307 Seattle, WA 98105 Phone: (206) 880-1578