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.