ponte vedra financial advisors

At Davis Capital Management, we understand the concerns you face as you plan for your retirement and enter one of life’s greatest transitions.

fiduciary leadership:
the gold standard of money management

At Davis Capital Management, we are fee-based fiduciary financial advisors. Rather than fall prey to Wall Street speculations or the hot stocks of the moment, we combine a research-driven investment process with personalized advice to deliver comprehensive financial solutions.

Our mission is to help pre-retirees, retirees, and women make wise financial decisions and work toward their long-term goals, combining our experience in financial planning with our disciplined approach to investing.

If you’re ready to define your goals, commit to a guided process, and work with a team you can trust, we invite you to learn more about our firm and services.


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.

how to tax planning changes through four stages of retirement

Taxes in retirement can be potentially reduced by taking advantage of a few simple, yet effective strategies.

Join us for our next webinar where we will share powerful new strategies that may reduce the taxes you pay on your retirement income.

ponte vedra, jacksonville, florida

Ponte Vedra Beach is a wealthy unincorporated seaside community and suburb of Jacksonville, Florida in St. Johns County, Florida, United States. Located 18 miles (29km) southeast of downtown Jacksonville and 26 miles (42km) north of St. Augustine, it is part of the Jacksonville Beaches area, and on the island nicknamed San Pablo Island.

The area is known for its resorts, including the Ponte Vedra Inn and Club, the Lodge and Club, and the Marriott at Sawgrass. It lies within St. Johns County, which is the wealthiest county in Florida. Ponte Vedra Beach is an upper-income tourist resort area best known for its association with golf and is home to the PGA Tour ad the Players Championship.

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