Joseph Davis — Bitcoin & Digital Asset Financial Advisor
Financial Planner
Contact Joseph Davis
About Joseph Davis
Joseph Davis is a financial advisor based in Washington, DC with credentials including CFP®, CLU®, ChFC®, CBDA℠ with Living Capital Group. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
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.
Areas of Focus
Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:
- Helping clients understand how Bitcoin fits within a broader financial or retirement plan
- Coordinating with tax and legal professionals around digital asset implications
- Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
- Long-term wealth preservation and estate considerations
- Education around Bitcoin custody, security, and portfolio impact
- Applying CFP® training to planning conversations that may include digital assets
- Using CBDA℠ knowledge to understand digital asset risks and opportunities
How a Bitcoin Aware Advisor Can Help
A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.
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.
Verify Joseph's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Joseph Davis, you may want to ask questions like:
- How do you view the role of Bitcoin within a diversified financial plan?
- How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
- What types of risks should I understand before changing my Bitcoin exposure?
- How are you compensated, and how do you charge for your services?
- Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
- What is your approach to position sizing for Bitcoin within a portfolio?
- How do you stay current with Bitcoin and digital asset developments?
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Frequently Asked Questions About Bitcoin Wealth Platform
Does Bitcoin Wealth Platform provide investment advice?
No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.
How should I evaluate an advisor listed here?
Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.
Are all advisors on this site Bitcoin experts?
Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.
Is working with a Bitcoin aware advisor right for me?
That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.
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.