Plan

Plan

Your family, occupation, recreation, and money all matter. Focusing on things we can control through carefully crafted planning will give you confidence we are on the right track. As your life evolves and needs change we will have set a plan in place to sync with your natural pace of progress. Planning a future with confidence….

Execute

Execute

Sometimes the hardest thing in life is to make decisions on important issues. The implementation steps we agree upon will be monitored and reviewed periodically, and if necessary adjusted. We are here to be a sounding board for confirmation of ideas and provide ongoing financial advice. We will help execute strategic solutions toward achievement….

Thrive

Thrive

Our goal is to help every client move towards financial independence and ultimately live a work optional lifestyle. The realization of your goals and dreams being fulfilled put at the forefront of every decision. Thriving to experience all of what life has to offer….

Portfolio Risk Video

About Us

Larry L. Davis Jr., CRPC®, AIF®, EA
CERTIFIED FINANCIAL PLANNER®

Office: (586) 930-0039 x700
[email protected]

Larry has been active in the financial planning field since 2004 and is the founder of Davis Capital Management. As a well-known planner in the Southeast Michigan area, he works primarily with small business owners, post-divorce planning, and people transitioning from their working years into retirement. Through his experience he has developed and refined wealth management processes including the PET FORMula™.  He is an active member in the Financial and Estate Planning Council of Macomb County and is actively involved with the Rochester Chamber of Commerce.  He resides with his wife and three children in Washington Township and feel very blessed to be a part of this community.

Mary Tocco
CERTIFIED FINANCIAL PLANNER®

Office: (586) 930-0039 x701
Direct: (586) 321-04738
[email protected]

Mary has recently joined Davis Capital Management, LLC. She is a CERTIFIED FINANCIAL PLANNER® and has over 40 years of experience working in the financial industry. Her primary focus has been retirement planning for employees of non-profit organizations. She looks forward to having more time with family, friends and client relationships.

Jessica DiDonato
Client Service Associate

Office: (586) 930-0039 x702
[email protected]

Jessica brings with her 10 years of experience managing an office and team of people in the real estate industry. Since joining DCM in 2015 she has been serving our clients with friendly communication and a warm smile. With her attention to detail they are left feeling that all of their service needs have been handled. Jessica resides with her husband and two children in Shelby Township.

Designation Definitions

The Right Fit

I am a wealth advisor primarily for a small group of successful individuals who are five years or less from retirement. Through my experiences these individuals gain the most value from my unique planning process and help answer many large financial decisions. It is within this window of time that your decisions will ultimately impact the rest of retirement. I have a systematic approach that puts all the pieces of the financial puzzle together.

The following attributes of our existing clients’ represent who we are best suited to serve.

  • They’re genuinely nice people and a pleasure to work with

  • They’re engaged in my process without micromanaging
  • They’re positive, optimistic and realistic
  • They’re understanding about the realities of market volatility
  • They’re hard working individuals
  • They have gratitude for today and a strong sense of purpose
  • They’re striving for and working towards a work optional lifestyle
  • They’re looking for a long term planning relationship

Services

Here is a list for some of the services we provide on a regular basis.

  • Risk Tolerance Assessment
  • Retirement Map Projection
  • Tailored Portfolio Construction
  • Ongoing Portfolio Re-Balancing
  • Investment Policy Statement
  • RMD Reminders
  • Regular Due Diligence on Portfolio Positions
  • Help with Managing Emotional Investment Decisions
  • Bi-Annual Face to Face Review Meetings
  • Online Remote Meetings Available
  • Additional Investment Research Reports Upon Request
  • Monthly Newsletter
  • Advice on Assets Held Through Current Employer Sponsored Plan
  • Invitation to all Client Appreciation and Educational Events
  • Online Account Access
  • Personalized Wealth Management Website Through Emoney CMX Platform
  • Beneficiary Reviews
  • Trust Funding Support
  • Automatic Investment Plans
  • Evaluating Retirement Plan Contribution Options & IRS Limits
  • Tax Efficiency for Non-qualified Accounts
  • Professional Financial Organizer Binder
  • Comprehensive Financial Planning Reports

Contact Us

Come visit us at the Shelby Business Center; Just north of 23 Mile on Van Dyke.

51424 Van Dyke Avenue, Suite #9
Shelby Township, MI 48316

Phone: (586) 930-0039 Ext. 700 | Fax: (586) 314-2643

[email protected]

    Contact Us

    Come visit us at the Shelby Business Center; Just north of 23 Mile on Van Dyke.

    51424 Van Dyke Avenue, Suite #9
    Shelby Township, MI 48316

    Phone: (586) 930-0039
    Fax: (586) 314-2643

    [email protected]