Services Offered
Retirement Planning
Personalized strategies to help you plan for a secure and comfortable retirement, balancing risk with long-term goals.
Wealth Management
Comprehensive investment management and financial guidance tailored to your unique needs and objectives.
Financial Consultation
One-on-one advisory sessions to explain options, answer questions, and develop realistic financial plans.
Investment Management
Expert management of your portfolio to optimize growth and align with your risk comfort and future aspirations.
Client-Focused Support
Responsive, transparent communication and ongoing guidance to address concerns and adjust plans as needed.
Reviews
5(5 reviews)
Rating Distribution
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Mike Zalewa
via Google
5 months ago
Mr. John Murphy has handled my money for about a year. He is nothing but focused, experienced, and intelligent. I trust him with my future because he has shown he can be trusted and is well aware of what he is doing.
B
Barbette Steelevia Google
6 months ago
I can’t recommend Davis Capital Management enough! They made the process of planning for retirement so much less overwhelming. The team took the time to really understand my goals, explained everything clearly, and created a plan that feels both realistic and secure. I appreciate their professionalism, transparency, and the personal attention they give. It’s reassuring to know my financial future is in such capable hands.
J
John Farhatvia Google
6 months ago
I’ve been with Davis Capital Management here in Jacksonville for over 8 years, and they’ve been excellent in helping me plan for retirement. They really understand how to balance my risk comfort with long-term goals, and I always feel confident in their guidance. Responsive, professional, and trustworthy—exactly what I was looking for in a local wealth management team.
R
Rikelle Enderlevia Google
7 months ago
I was referred to Davis Capital Management by a friend who was happy with their services. My entire experience from my first investment to my most recent has been outstanding. Troy Lerche has always made himself available to answer my questions and I’m happy to say, IM MAKING MONEY!!
K
Kari DeFilippovia Google
11 months ago
I have been a client of Davis Capital Management for two years. Troy Lerche has been wonderful to work with. Being a single mom and educator, I full confidence in Troy's advice and financial guidance in preparing me for my future and eventual retirement. Troy takes the time to explain everything thoroughly to me and is very quick to respond to my needs or concerns.
