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


Joshua S. Davis
Founder & Senior Financial planner/Owner
Davis Private Wealth
United States, Florida, West Palm Beach
About Me
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
Feb 18, 2025
Work Experience
REDTREE PARTNERS LP
Advisory Board Member Oct 2022
Davis Private Wealth
Founder & Senior Financial Planner/Owner Jan 2017 - Present
Email: josh@davisprivatewealth.com
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