Davis Wealth Advisors is a fee-only financial life planning firm. We guide clients through transitions and provide clarity so you can say yes to what matters now, without saying no to things that will 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 they work 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 new questions about money, time, and purpose. We help you answer them together, in plain language, 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 language and show how every recommendation connects to your values and long-term goals.
Some conversations need a human being, not an inbox. You can always speak directly with an advisor.
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.”
A quick, no-pressure chat to see if we're a good fit.
If it feels right, we'll find a time for a one-hour video call.
We'll talk through your goals and how our services can help you reach them.
You'll get a clear proposal, then choose whether to become a client.
Book a free 15-minute introductory meeting and we'll talk about what comes next for you.
Schedule a meeting