Jim Davos, CFP®, AIF®, CPFA®

Jim Davos, CFP®, AIF®, CPFA®

Founder

I'm a planner by nature. That's who I am and that's what I do; whether figuring out a family vacation or a client's retirement income plan, the process is the same. Clarify the goals and priorities; chart the course; then, be ready to adapt—because life inevitably happens.

My path to Charted Wealth began when I interviewed a financial advisor for a high school project. That experience led me to a finance degree from Bentley University, where I first interned at an investment bank, and then immediately joined New England Financial upon graduation in 2001.

I enjoyed working with people and helping them make smart financial decisions with their money—but I wanted to join an independent company without any product requirements to best serve my clients. Commonwealth Financial Network® was a mile down the road, and they have a great reputation within our industry, so I was happy to join one of their advisor groups in 2010, Capital Management Partners. The independent world has been a perfect fit, allowing me to truly help people while continuing to grow as a fiduciary. I've served as a fiduciary to my clients since 2012 when I earned the Accredited Investment Fiduciary (AIF) designation; continued with the CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2016, and became a Certified Plan Fiduciary Advisor (CPFA) in 2020.

Now, as a founder of Charted Wealth, I've taken the final steps and made the necessary licensing updates to only offer advisory services as a legal fiduciary, which means I only work for the best interest of my clients. Through Charted Wealth, I'm excited to champion the importance of financial literacy because of the positive impact it has on our clients, their families, and communities. Money doesn't buy happiness, but the comfort of financial security does help people to lead fuller lives.

My wife, Jess, graduated from Syracuse University where she played lacrosse. Jess spent most of her career as a college lacrosse coach with stops at Bentley, Bryant, Harvard, and UAlbany. She recently started working as a lobbyist, so she could enjoy our own kids' games instead of being on the road with her team or on recruiting trips.

We have two daughters, Lexi, born in 2009, and Ashley, born in 2011, who keep us busy with swimming, sailing, soccer, skiing, and of course, lacrosse. The girls wanted a puppy for years and finally won us over with an impressive PowerPoint presentation resulting in the addition of Skipper Marley to the Davos family. I'm not sure which was more of a proud-dad moment—watching the PowerPoint or hearing the final name choice, which meant that my kids actually liked my music!

When we're not working or at a child's event, you'll usually find us sailing in the waters off Cape Cod during the summer and skiing the Adirondacks through the winter. Our daughters have amassed an impressive and ever-growing sea glass collection, which is partially on display at the office.

I've spent my career navigating clients through an increasingly complex financial world. I'd be happy to see if I can help you, as well.