We are a family-owned wealth management firm based in Wellington, Florida. We work with financially responsible families and individuals helping them build the future they envision. We offer all services needed for comprehensive wealth management, put our clients needs ahead of our own, and are entirely independent offering full transparency. In this way, our clients know that the financial road maps we design for them are truly created to simplify their financial lives and help them achieve their goals.
We provide financial planning and investment management based on each client’s individual needs.
We are an independent fee only firm and do not receive commissions. We earn fees only as a percentage of the assets placed under our management. All client assets are held by an independent qualified custodian, TD Ameritrade.
As a Registered Investment Advisor with the state of Florida, we place the financial interests of our clients ahead of our own.
Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. Josh is also a member of Fee Only Network, a platform dedicated to Fee Only Financial Planners. He strives to stay up to date on top financial planning strategies for his clients.
Josh received his MBA from the University of Florida as well as a BS in Finance from Azusa Pacific University. Prior to launching his own firm, Josh was a Partner and Financial Planner at a $200 million wealth management firm in West Palm Beach, FL.
Josh works with many retired couples, business owners, and working professionals in order to assist them with their financial planning and future monetary achievements. His focus is on assessing client needs through comprehensive financial strategies in order to achieve their goals.
Josh founded the firm with the goal of providing exceptional client services that only come with an independent boutique company. He previously sat on the board of directors for the Financial Planning Association of South Florida and was the boards Treasurer from 2018 – 2020. He is continually serving clients throughout South Florida.
Josh lives in the Wellington area with his wife Melissa and their two girls Brielle and Alexa. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Christ Fellowship Church in Royal Palm Beach.
Ian joined Davis Private Wealth, LLC as a Financial Planner in 2021. Ian is originally from Ben Lomond, CA and currently resides in Madison, MS. He received his bachelor’s degree from Belhaven University where he played on the football team. Ian enjoys spending time with his family and friends, many outdoor activities and serving with Fellowship of Christian Athletes International as their Board Chair. Ian has experience working in insurance and financial planning and is currently working towards his CFP® designation. Ian will be assisting with operations, investment research, and financial planning. Ian’s has experience working with young doctors & dentists with their financial planning needs. Ian is married to his wife Megan, and they now have three boys Carter, Brewer and Micah. They are members of Pinelake Church in Madison.