Become a Client – Our Approach
We’re dedicated to helping you avoid costly financial missteps and becoming your “personal Chief Financial Officer.”
With over 40 years of experience in client and personal finance, we bring seasoned insights to your financial needs.
As an independent group, we have no proprietary products or sales quotas, allowing us to focus on your best interests.
The Capital Advisory Group, has developed strategic alliances* with key professionals who can handle your estate planning, retirement planning, and even your tax planning.
We believe that the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually. We are an independent group with no proprietary investment products to push.
*You are under no obligation to use the services of any of the entities referred, and may choose any qualified professional to provide tax, CPA, legal, real estate, insurance or trust services. These entities and their services are not affiliated with LPL Financial and The Capital Advisory Group.
Our Commitment to You is Ongoing
We offer fee-for-service and commission-based options, ensuring a strategy tailored to your goals and preferences.
While we can offer commission based services if desired, we have found that the commission system may not suitable because it stresses transactions, which may not always be in your best interest. Our commitment to you is ongoing; we work daily to earn and strengthen our relationships, giving you the added confidence to focus on what you love.
Fees vary based on portfolio size, asset type, and management style, aligning our interests with yours since fee-based compensation increases only as your portfolio grows.