Meet the Team & Watch a Quick Overview
Get to know who you’ll be working with and see our approach in action.
Our Team
Experienced, client-focused, and ready to help.
Watch the Video
A brief intro to our process and what to expect.
Our Primary Purpose
Davis Capital Corp. empowers individuals to live the retirement lifestyle they aspire to—through client-first guidance, safe-money strategies, and complete transparency.
Client-First & Fiduciary-Led
Davis Capital Corp. was established with a clear mission to empower individuals to achieve the lifestyle to which they aspire after retirement. Our firm is dedicated to supporting those nearing or entering retirement, with a specialized focus on safe-money strategies, including a variety of annuities. As an independent entity, we prioritize your financial needs and provide personalized attention to your unique situation. We intentionally limit our client roster to ensure that we concentrate wholeheartedly on what truly matters – you.
As a Certified Financial Fiduciary®, Tim upholds the highest ethical standards in offering financial recommendations. Our fiduciary commitment guarantees that our advice is free from conflicts of interest; we pledge to maintain complete transparency as you engage with our services.
- Independent advice focused solely on your goals
- Safe-money strategies with emphasis on principal protection
- Clear, jargon-free education before any decision
- Intentionally limited clientele for premium attention
Our Mission
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation.
As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services and a passion for serving you.
Our Philosophy
Davis Capital Corp,
At Davis Capital Corp,, we believe the mark of a life well spent is one where you are true to your values, such as honesty, hard work, and respect for others. We know that relationships are very important and that earning someone’s trust is sacred.
Plan a Comfortable and Secured Retirement
We believe that although peace of mind is not for sale, it can be achieved with efforts and planning for a comfortable and secure retirement. The key is to build trustworthy relationships with professionals who educate you about retirement options while offering proven real world solutions that work for your individual retirement needs and concerns.