Joseph Davis — Bitcoin & Digital Asset Financial Advisor

Joseph Davis is a financial advisor based in Washington, DC. Their work includes traditional wealth management along with Bitcoin focused planning.

Many clients want to understand how Bitcoin fits within a broader financial or retirement plan.

Joseph L. Davis, CLU, ChFC, CFP, is a dedicated Financial Planner at Living Capital Group, where he brings a wealth of expertise and a personalized approach to financial planning. As an independent registered representative and Investment Advisor representative, Joseph specializes in fee-based financial planning, investment counseling, and asset management tailored to the unique needs of individuals, corporations, and non-profit organizations. With a profound background in insurance, investments, and financial planning, he particularly excels in retirement planning and executive compensation strategies.

Joseph’s commitment to excellence is reflected in his credentials and extensive knowledge of the financial services landscape. Under his leadership, the Living Capital Group team embodies a diverse range of experiences, enhancing their ability to provide informed, client-centered advice. The firm prides itself on operating independently, allowing them the flexibility to recommend products and services that truly align with their clients' goals and objectives.

Beyond his professional accomplishments, Joseph is deeply committed to upholding the highest standards of integrity and honesty, ensuring that ongoing education remains a priority for himself and his team. These principles guide their approach to client relationships, fostering a collaborative environment where clients feel valued and understood. Outside of work, Joseph enjoys spending time with his family and exploring the great outdoors, further emphasizing his belief in a balanced and fulfilling life.