What Davis Wealth Advisors does

Davis Wealth Advisors is a privately held, fee-only registered investment advisory firm headquartered at 12 Stiles Road, Suite 203 in Salem, New Hampshire. Founded in 2017 and operating with 1-10 employees, the firm delivers holistic financial planning and wealth management services positioned as a personal CFO offering for innovative entrepreneurs and executives, as well as high-income earners, mid-career professionals, pre-retirees, and college graduates. The leadership team includes founder Melinda (Mindy) Davis along with financial advisors Elliot Gould and Stephanie Griebel, and portfolio manager Tony DiBartolomeo.

The firm's service offering is organized around three core products: Financial Planning, Wealth Management, and Risk Assessment, unified by its proprietary True Wealth Financial Life Planning Process. The underlying technology stack is standard RIA software with no proprietary AI or ML components; the Risk Assessment tool is a questionnaire-based workflow. The firm supports its advisory model with a substantial content marketing operation spanning a categorized Insights blog, monthly email newsletter, quarterly educational webinars (including with external experts such as Patricia Bennett on Medicare), social media presence across Facebook, LinkedIn, Twitter, Pinterest and Reddit, and video content on market and investing topics.

Davis Wealth Advisors generates revenue through recurring advisory fees on client assets under management, with no product commissions. There are no publicly disclosed fee schedules, no institutional funding, no parent company, and no subsidiaries. Marketing and client acquisition are driven by content, referrals, and scheduled consultations, and client relationships are accessed through a website-based client center.

Name

Davis Wealth Advisors

Legal name

Davis Wealth Advisors

Website

https://daviswealthadvisors.net

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Davis Wealth Advisors is a fee-only registered investment advisor in Salem, New Hampshire that serves as a personal CFO for entrepreneurs, executives, high-income earners, and families, providing holistic financial planning, wealth management, and risk assessment under its True Wealth Financial Life Planning Process.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Retirement planning
• Personal CFO services

Headquarters

HQ city

Bedford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fee-Only Advisory Services: Davis Wealth Advisors operates as a fee-only financial advisory firm. They provide holistic financial planning and wealth management services, serving as personal CFO for clients. Revenue is generated through advisory fees charged to clients, with no commissions from product sales.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Davis Wealth Advisors is a fee-only registered investment advisory firm providing holistic financial planning, wealth management, and personal CFO services to innovative entrepreneurs, executives, and high-income earners. Its core offering is built around the proprietary True Wealth Financial Life Planning Process, which aligns clients' values and goals with coordinated investment, tax, retirement, and risk management strategies.

Product overview

Davis Wealth Advisors offers a holistic financial advisory service centered on its True Wealth Financial Life Planning Process. The core offerings consist of three integrated services: Financial Planning (using the proprietary planning methodology), Wealth Management (acting as personal CFO), and Risk Assessment (evaluating readiness for major life and business decisions). These services are designed for innovative entrepreneurs and executives seeking to coordinate and simplify their financial lives. The firm also provides educational resources and market insights through its blog and resource center.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Holistic financial planning service using the True Wealth Financial Life Planning Process to coordinate and simplify clients' financial lives, aligning investment, tax, and retirement strategies with personal values and goals. Targeted at innovative entrepreneurs, executives, and high-income earners.
• Wealth Management Day-to-day wealth management offering in which the firm serves as the client's personal CFO, implementing the financial blueprint, managing portfolios, and handling ongoing financial details for innovative entrepreneurs, executives, and high-income individuals and families.
• True Wealth Financial Life Planning Process

Quantifiable outcome

• Clients gain confidence and peace of mind about their financial future
• +1 more outcomes

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Patricia Bennett (Longevity Planning)minorOthersPatricia Bennett of Longevity Planning is an expert in long-term care insurance and Medicare who has helped many Davis Wealth Advisors clients transition to Medicare and plan for long-term care needs. She is featured as a webinar presenter covering how Medicare works with employer insurance, enrollment timing, and coverage gaps.

Scale indicators1 record

Recent moves1 record

Expansion highlights4 records

Direct peers

• Garrett Planning Network: Network of fee-only financial advisors offering hourly and ongoing financial planning services to individuals and families — closely mirrors Davis Wealth Advisors' fee-only fiduciary positioning and planning-led approach, though typically without dedicated portfolio management at scale.
• Carson Group: Large fee-only RIA network serving entrepreneurs, executives, and HNW families with holistic financial planning and wealth management — directly overlapping Davis Wealth Advisors' target segment and fee-only service model, but at significantly greater scale.
• Buckingham Strategic Partners: Fee-only RIA and advisor support platform serving HNW clients with evidence-based financial planning and wealth management — closely comparable in fee-only fiduciary model and target clientele to Davis Wealth Advisors.
• Centerpoint Advisors: Boutique fee-only RIA serving HNW individuals, families, and entrepreneurs with holistic financial planning and wealth management — closely comparable in scale, service model, and target client to Davis Wealth Advisors.

Emerging players

• Facet Wealth: Tech-enabled fee-only RIA delivering financial planning and investment management to HNW clients via a virtual model — competes for the same entrepreneur/executive and HNW segments as Davis Wealth Advisors but with a digital-first delivery model.

Broad incumbents

• Mariner Wealth Advisors: National fee-based RIA providing financial planning, investment management, and tax services to HNW individuals and families — comparable service mix and entrepreneur/executive focus as Davis Wealth Advisors, but with a multi-office national footprint.
• Edelman Financial Engines: Large-scale RIA combining traditional advisor-led financial planning with digital planning tools for HNW households — overlaps with Davis Wealth Advisors on planning-led, fee-only service but offers significantly more scale and technology infrastructure.
• Creative Planning: One of the largest independent fee-only RIAs in the U.S., offering comprehensive wealth management, tax, and financial planning to entrepreneurs and HNW individuals — operates in the same space as Davis Wealth Advisors but at much larger scale with national reach.
• Empower Personal Dashboard (formerly Personal Capital): Hybrid digital and advisor-led wealth management platform serving HNW and mass-affluent investors — overlaps with Davis Wealth Advisors' advisory offering while also reaching younger, more digital clients through its planning tools and dashboards.

Regional players

• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning and investment management to HNW individuals, with offices concentrated in the U.S. East Coast — directly comparable service offering and fee-only model to Davis Wealth Advisors, with regional overlap in the Northeast.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/daviswealthadvisors
• Facebookfacebook.com/daviswealthadvisors
• LinkedInlinkedin.com/company/davis-wealth-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Davis Wealth Advisors