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 three girls Brielle, Alexa, and Mylah. In addition to enjoying the time he spends with family and friends, Josh and Melissa are members of Life Church Wellington .
Member:
National Association Of Personal Financial Advisors
Email: