John S. Davis| CFP®
Mentor Capital Management Inc.
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Elmhurst, IL 60126
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
John Davis, president and chief investment officer, has been helping people successfully accumulate and manage wealth since 1990. He is founder and principal of Mentor Capital Management Inc., a registered investment advisory firm in Elmhurst, Ill.. Prior to establishing Mentor Capital, he enjoyed a successful financial planning and investment career with American Express Co.
John previously spent 14 years as a journalist, first as a reporter and editor, then as editor in chief of a group of community newspapers in suburban Chicago.
He has a bachelor’s degree in journalism from the University of Missouri and has completed the professional education program of the College for Financial Planning, Denver, Colo. He is licensed as a Certified Financial Planner and Investment Advisory Firm Principal. He formerly was licensed as a Registered Representative of the NASD and as an Illinois Insurance Producer.
John is a fourth-generation resident of Elmhurst, Ill. An avid outdoorsman, he also enjoys writing, traveling and spending time with his family and his dogs. He has been a member of the Elmhurst College Planned Giving Committee since 2001 and has held leadership positions with the Elmhurst YMCA Board of Trustees, Bethel United Church of Christ, the Edison School PTA and the Elmhurst Rotary Club. As a fee-only advisor, he enthusiastically embraces his fiduciary duty always to act in his clients' best interests.
Our dedication to providing comprehensive, Fee-Only financial planning is evidenced through our founder and our associate's membership in NAPFA, the National Association of Personal Financial Advisors.
We stand ready to guide you with prudent, thoughtful advice as you navigate the sometimes uncertain waters of personal finance.