John Davis
CFP®
Mentor Capital Management Inc.
Founder and senior planner
John Davis
CFP®
Mentor Capital Management Inc.
Founder and senior planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - John Davis, CFP®
Fee-Only financial planner located in Chicago, Ill., serving clients locally and across the country
John Davis is a Chicago, Ill., fee-only financial planner. Mentor Capital Management Inc. provides comprehensive financial planning, investment management and small business services to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Davis is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
John S. Davis, senior financial planner, is a former NAPFA-registered financial advisor. He has been helping people successfully accumulate and manage wealth since 1991. He is founder of Mentor Capital Management Inc., a registered investment advisory firm. Prior to establishing the firm, he enjoyed a successful financial planning 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 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 resides in Greenwood, SC, after having lived in Elmhurst, Ill., all his life. 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 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 for which he served as head of the Foreign Exchange Program.
John Davis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
John Davis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
John Davis is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
John Davis is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact John Davis
Office Locations:
-
823 W. Superior St.
Suite C
Chicago, IL 60642
