Davis Wealth Advisors is a fee-only financial life planning firm. We guide families through transitions and provide clarity to say yes to the things that matter now, without accidentally saying no to the milestones that matter later. Live life without regrets.
You have spent years building a business or a career. We coordinate your personal wealth, benefits, and exit plan so it all works together.
Planning for owners and executives
Feel confident about when to retire, how much you can spend, and how to build a life you love once the work stops.
Planning for retirementDecide what you can comfortably afford and how it fits your bigger plan.
Plan for tuition without putting your own retirement at risk.
Line up your exit with your personal plan and your timeline.
Put your estate plan in place so the people you love are never left guessing.
You have spent decades building a career, a business, and a family. Retirement brings a new set of questions about money, time, and purpose. We help you answer them together, in plain English, with a plan that reflects what matters most to you.
Questions we help you answer
It can be overwhelming to find an advisor you trust, one who understands your vision. This is how we earn that trust every day.
About our firmWe speak in plain English and show how every recommendation connects to your values and long-term goals.
Some conversations need a voice, not an inbox. You can always speak directly with one of our advisors.
We are a fee-only firm and act as a fiduciary. There are no hidden fees, commissions, or kickbacks.
You pay a flat financial planning fee based on the complexity of the advice you need, plus a separate investment management fee.
Mindy and Steph lead a small, close team. Every plan begins by listening to your story.
Meet the whole team
Melinda Davis, CFP®
Founder and Senior Wealth Advisor
“I am passionate about providing education and clarity, and building deep client relationships.”
Stephanie Griebel, CFP®
Senior Wealth Advisor
“Connecting with clients is one of my greatest joys.”
Schedule a free introductory meeting at a time that suits you.
Answer a few questions so we can make the most of our time together.
We talk through your goals and see whether we are the right fit.
Become a client and start living without regrets.
Book a free 15-minute introductory meeting and we'll talk about what comes next for you.
Schedule a meeting