Joshua Davis, MBA, CFP®
We help Palm Beach business owners build lasting wealth | Fee-only fiduciary
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Serving Clients Nationwide
We help Palm Beach business owners build lasting wealth | Fee-only fiduciary
Areas of Focus
- Business Owners
- Cash Flow
- Education Funding
- Employee Benefits
- Estate Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
About Joshua Davis, MBA, CFP®
Hi, I'm Josh Davis. I'm Founder and Senior Financial Planner at Davis Private Wealth.I am a CERTIFIED FINANCIAL PLANNER (CFP®) through the CFP Board. I am also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. I strive to stay up to date on top financial planning strategies for my clients. I have grown the firm from $0 to over $200+ million under management in 9 years.
I received my MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching my own firm, I was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.
I work with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. My focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.
I founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. I previously sat on the board of directors for the Financial Planning Association of South Florida and was the board's Treasurer from 2018–2020. I am continually serving clients throughout South Florida.
I live in the Wellington area with my wife Melissa and our three girls, Brielle, Alexa, and Mylah. In addition to enjoying the time I spend with family and friends, Melissa and I are members of Life Church Wellington.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
9100 Belvedere Rd, Suite 209, Royal Palm Beach, FL 33411
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
I'll spend 20 minutes getting acquainted with you so we can determine if we're a mutual fit. This call helps us both decide if we're right for each other, and from there I'll put together your custom game plan. Click the 'Book Your Call' button above to schedule your free 20-minute introductory conversation. I look forward to speaking with you.Offers Investment Management
Yes
About Davis Private Wealth
Davis Private Wealth is an independent, fee-only wealth management firm based in Royal Palm Beach, Florida, serving business owners and their families throughout Palm Beach County and South Florida.Who We Serve
We work with business owners facing complicated taxes and business structures, $500k+ earners who suspect they're leaving money on the table, and partnership-minded people who want detailed, one-on-one guidance from a professional. Many of our clients are retired couples, business owners, and working professionals.
Our Services
We coordinate everything in both your personal and business finances so nothing falls through the cracks. That includes cash flow management, retirement planning, tax optimization, insurance review, estate planning, college funding, employee benefits, and investment coordination, all working together toward your goals.
Why Work With Us
We are 100% fee-only, meaning we do not earn commissions, sell financial products, or receive incentives from third parties. Our compensation comes solely from the advisory fees our clients pay us, which removes many of the conflicts of interest that can exist in commission-based or fee-based models. We also limit our advisor-to-client ratio well below the industry standard so each relationship gets our full attention.
Education
University of Florida, Master of Business Administration | Azusa Pacific University, Bachelor of Science, Finance
Hobbies and Interests
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
