Economic challenges are everywhere, the investment markets are in a slump…what do you do at a time like this?
Rather than sticking your head in the sand, now is the perfect time to finally create your own financial plan and investment strategy. Mentor Capital Management offers comprehensive financial planning and investment advisory services to get you started on your path to financial peace of mind.
Find out more about us » Our fiduciary oath » Our code of ethics »
Common questions
- The Madoff scandal – How Mentor Capital assures the safety and integrity of client assets
- How is Mentor Capital different from a broker or insurance agent?
- What is the history of Mentor Capital?
- How much do you charge for managing investments?
- What is the process for your financial planning services?
Useful links
What's new at
Mentor Capital
- Save money by raising your Credit Score
- Advisor Tom Adams gives free financial advice at local events
- FPA recognizes John Davis for 10 years of membership
- Quoted on MSN Money - July 2008
- Quoted in the Wall Street Journal - May 2008
- Quoted in the Chicago Sun-Times - March 2008
- John Davis on Focus on Fiduciary
- Mentor Monthly Missive - June 2009
- Mentor Monthly Missive - May 2009
(630) 530-1191 |
(630) 530-1442 
Objective advice
High level of expertise
Full disclosure
Comprehensive services
- Financial Planning - We develop comprehensive plans designed to help clients reach their financial goals and objectives. The plans address such issues as retirement planning, cash-flow and debt management, estate planning, tax planning and risk management.
- Investment Management - Using proven principles of asset allocation, we create and supervise investment portfolios that are designed to minimize risk and enhance returns.
- Small-Business Services - We advise small businesses, and their owners, on issues such as selecting the most suitable retirement plan and succession planning.
Learn more about our services »