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Joshua Davis

Founder & Senior Financial Planner/Owner

Davis Private Wealth

United States, Florida, West Palm Beach

About Me

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 work

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Profile Information

Founder & Senior Financial Planner/Owner

Davis Private Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

West Palm Beach

Florida

United States

Aug 28, 2025

Work Experience

REDTREE PARTNERS LP

Advisory Board Member
Oct 2022 - Present

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