Davis Wealth Advisors is a fee-only financial planning and wealth management firm. Our advisors provide a holistic view of your financial life and help you make decisions that will allow you to live your life to the fullest. Life doesn’t always happen as planned. Unexpected things happen, markets change, and adjustments are needed along the way. We believe having a plan and a guide to provide education and advice along the way is invaluable.
| Website | http://www.daviswealthadvisors.net |
| Employees | 7 (5 on RocketReach) |
| Founded | 2017 |
| Address | 12 Stiles Rd. Suite 203, Salem, New Hampshire 03079, US |
| Phone | +1 603-836-3477 |
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| Industry | Financial Services |
| Keywords | Financial Planning, Wealth Management, Fee Only Advisor, Retirement Planning, Investment Management, Estate Planning, Financial Advisor, Wealth Advisor, Portfolio Management, Tax Planning, Financial Consulting, Investment Planning, Retirement Planning Services, Wealth Management Services, Holistic Financial Planning, Fiduciary Financial Advisor, Long-Term Financial Planning, Financial Life Planning, Comprehensive Financial Planning, Financial Planning Services |
| Competitors | Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, Raymond James, TIAA, Stifel Financial Corp. +42 more (view full list) |
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Davis Wealth Advisors Questions
Melinda Davis is the Founder and Managing Partner of Davis Wealth Advisors.
5 people are employed at Davis Wealth Advisors.
Davis Wealth Advisors is based in Salem, New Hampshire.
Top Davis Wealth Advisors Employees
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Zach Gibbons
Senior Financial Planning Associate at Davis Wealth Advisors
North Andover, MA, US11 -
Tony Dibartolomeo
Portfolio Manager at Davis Wealth Advisors
Boston, MA, US1
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