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WEALTH MANAGEMENT WITH LIMITLESS POTENTIAL
From fiduciary financial planning and fee-only investment management to business retirement plan design, Davis Capital Management is here to safely manage assets and provide trusted financial insight to individuals, families, and business owners.
WHAT WE DO...
We offer a variety of services to our clients including
TAX PLANNING
Analyze how taxes will affect your nest egg between now and your retirement.WEALTH MANAGEMENT
Evaluate and assess your unique financial situation and make recommendations that are in your best interest while doing so with integrity and transparency.
ESTATE PLANNING
Strategic estate planning to create the best legacy for those you love.
RETIREMENT PLANNING
The average life expectancy in the U.S. continues to rise and living longer means you will need more money to retire. The earlier you plan for retirement, the more time is on your side.FIDUCIARY INVESTMENT MANAGEMENT
We will take your current portfolio and craft it into something that works for you: an optimized, tax efficient portfolio using sophisticated investment strategies.
BUSINESS SOLUTIONS
Our financial advisors can help your organization meet its specific goals, whether designing a retirement plan, managing accounts, or forming a business succession plan.
ORGANIZING YOUR FINANCIAL LIFE NOW THROUGH RETIREMENT
Davis Capital advisors will create and monitor your custom financial plan to minimize your taxes and make sure you don’t outlive your nest egg.
FIDUCIARY LEADERSHIP: THE GOLD STANDARD OF MONEY MANAGEMENT
Our difference? We place our client's best interest first. While most other financial advisors and firms do what they can to avoid the fiduciary standard, we run to embrace it. At Davis Capital Management, we lead by a different standard.
USING TECHNOLOGY TO PROVIDE CLARITY
Black Diamond, a software that our financial advisors provide, allows our clients to have full transparency into the performance, fees, and transactions of their investment accounts.
Fee-Only, Fiduciary Financial Advisors in Jacksonville, FL
MEET THE TEAM TO TAKE YOU THERE
Troy M. Davis
President
Ronald M. Heymann
Executive Financial Advisor
John C. Murphy
Chief Investment Officer
Candice Lamb
Client Service Associate
Gene L. Morris
Financial Advisor Associate
FIND US
4788 HODGES BLVD
SUITE 201
JACKSONVILLE, FL 32224
RING US
(904) 223-0510
