WHAT WE DO...
We offer a variety of services to our clients including
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
Ronald M. Heymann
Executive Financial Advisor
John C. Murphy
Chief Investment Officer
Client Service Associate
Gene L. Morris
Financial Advisor Associate