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Johnathon Davis

Fee Only Investment Advisor

at

Retirement Tax Advisory Group

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About Johnathon Davis

A New Investment Era Needs a New Approach

Modern Portfolio Theory worked for nearly 50 years, but "Buy and Hold" is now nearly universally derided by investment professionals as an irresponsible investment strategy. The average investor is probably not even aware of exactly how much risk they are assuming by being passive in their investment strategy. Our mission is to help our clients quickly access either offensive (growth) or defensive (protection) tactics in asset management when conditions call for them. The recent financial crisis clearly showed investors, especially retirees, the dramatic impact a stock market decline can have on holdings at the time when they need to access their money most. With life expectancy increasing and markets fluctuating, investors need help managing their money in tough times. We use third-party money managers to safely practice active management. Accounts are monitored daily, and money is moved as deemed appropriate. We are convinced that this is the best strategy to give our clients a chance to reach their goals through both up and down markets.See MoreRead Less

Featured Reviews About Johnathon Davis

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Reviews about Johnathon Davis

Your Friend
5

JOHNATHON IS A PERSON OF GREAT VISON NOT ONLY IN THE BUSINESS WORLD BUT ALSO IN THE PRIVATE SECTURE! I HAVE KNOWN JOHNATHON FOR 7YRS AND NOT ONLY HAS HE HELPED SET UP THE FUTURE OF MYSELF BUT HE HAS HELPED SET MY PORTFOLIO UP TO WHERE MY FAMILY WILL BE TAKEN CARE OF NOW AS WELL AS THE FUTURE IF SOMETHING WERE TO HAPPEN TO ME! HE HAS TAKEN INTEREST IN MY CHILDREN IN THEIR PERSONAL ENDEAVOURS AN HAS HELPED IN GIVING THEM CONTACTS THAT HELPED IN THEIR PERSONAL ACTIVITIES. THE MOST IMPORTANT THING IN JONATHON DAVIS IS; HE IS NOT DRIVEN JUST TO MAKE A FINANCIAL GAIN HE IS DRIVEN TO BECOME A GENUINE PERSON AS HE ALWAYS HAS BEEN AND A MAN OF THE HIGHEST INTEGRITY THAT I HAVE EVER MET!! THE LAST THING I CAN SAY IS A PERSON USUALLY CAN COUNT THIR TRUE FRIENDS ON ONE HAND AND I CAN SAY THIS WITHOUT HAVING ONE DOUBT THAT JONATHON DAVIS IS NOT ONLY MY BUSINESS LEADER BUT A TRUE FRIEND BUILT ON HONESTY AND INTEGRITY!!See MoreRead Less"

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Your Friend
5

I met Johnathon Davis in 1995 and he has since become more than just a financial advisor for me (which he is) but he's been a great friend as well. Whether he was teaching me to shoot a basketball or advising me on investing my money or coming to give my car a jump on a Saturday when I was 20 miles from his house (which happened) I could always count on Johnathon Davis to be there. He gets my strongest recommendation as an honest, competent and professional investment advisor.See MoreRead Less"

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Your Friend
5

I have nothing but good things to say about Johnathon. He is a caring, trustworthy person and one of the good guys out there. I have gotten to know him professionally and personally. we worked together for a couple of years in my previous line of work. you could always count on him. I would most definitely give him my stamp of approval!"

Johnathon's Reply

 

Your Friend
5

I have known Johnathon for 25 years and would recommend his work as an investment adviser. I have been in the same industry as Johnathon for over 30 years and I can spot a good one. Johnathon is a combination of great adviser and caring person when it comes to your finances and how they relate to your life and retirement."

Johnathon's Reply

 

Your Friend
5

I found Johnathan to be very knowledgable and helpfull in my overall income stragety . Johnathan Davis is a living example of integrity and that's important when investing. Please see or call Johnathan to learn how to improve your positive cash flow. Thanks Johnathan I truly appreciate your financial guidance.."

Johnathon's Reply

 

Your Friend
4

Jonathon is an agent with a great bedside manner. There was no pressure to join him and his firm and he spelled out everything in layman's terms. I am in the infantile stage with him right now so I cannot fully say that he has turned my stock portfolio around but I am optimistic about the future with him."

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Your Friend
5

I've known Jonathan for quite some time. He has the highest ethical standards. He understands that success and sleeping well comes only by taking care of and doing right by each individual customer."

Johnathon's Reply

 

Your Friend
5

I have never seen a more down to earth guy. Johnathon is very hard working and puts his client's needs first. He treats you like family. I can't imagine having anyone else working for me."

Johnathon's Reply

 

Your Friend
5

I have dealt with Jonathon many times and would feel comfortable referring him to any of my clients. He is intelligent, professional and truly has his client's best interests at heart."

Johnathon's Reply

 

Your Friend
5

Johnathon has been instrumental in negotiating the financial turbulence. Have trusted him with my retirement account since 2008 and have been pleased with the performance."

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