Joseph Davis — Bitcoin & Digital Asset Financial Advisor
Financial Planner
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About Joseph Davis
Joseph Davis is a trusted Bitcoin and digital asset financial advisor serving clients in Washington, DC. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Joseph helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
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.
Credentials & Licenses
Why You Can Trust Joseph
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
53+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Washington, DC and surrounding areas
Living Capital Group
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
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Important Disclaimer: Joseph Davis is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.