For Individuals
The Capital Advisory Group Advisory Services Approach
Our goal is to help avoid expensive financial lessons and become your “personalized Chief Financial Officer.”
The philosophy we have is to take three decades of client and personal financial experiences and to apply workable solutions to help better manage your financial needs. We are an independent group with no proprietary investment products or sales quotas.
We are a fee-for-service advisor. We have found that just commission-based asset management can be an obstacle which may not always work in your best interests.
Our approach rewards us over time, where we have to earn our relationships every day. Our fees vary depending on portfolio size, type of assets, and asset management style. Because our fee-based compensation increases only if portfolios grow, our interests are aligned with yours.
We focus on financial objectives and your future growth.
“IT’S MUCH MORE REWARDING TO DEDICATE OUR LIVES TO MAKING A DIFFERENCE, RATHER THAN JUST DOING A JOB. THAT IS WHAT MOTIVATES US TO DO MORE EACH DAY TO SERVE YOU. ”
The Capital Advisory Group Advisory Services Difference
WEALTH ACCUMULATION AND MANAGEMENT GUIDANCE
The Capital Advisory Group Advisory Services is an asset manager that helps guide wealth accumulation and management. Our team helps executives, retirees, and business owners with financial planning, asset management, tax guidance, risk mitigation, and estate planning.
BECOMING A GREAT SAVER
We help clients create wealth by analyzing income; cash flow and taxes with the goal of each becoming great savers. We scrutinize what can possibly derail the plan.
GROW YOURSELF INTO AN INVESTOR
Finally, we help clients grow into investors with realistic expectations, strategies to reduce the impact of market downturns, and plans to meet their future income and asset objectives.
WORK WITH OUR TEAM
Our 401(k) Capital Advisory Group Advisory Services provides independent advisory services for retirement plans and pensions. We have assembled a qualified team of accountants, 401(k) specialists, business valuation consultants, attorneys, insurance specialists, & investment professionals to review, manage and monitor investments on an individual basis.
How We Can Help Our Clients
Trusted.
Our aim is to become your trusted advisor in all that we do.
Accessible.
Clients have our cell phone numbers and know that they can reach us when THEY need help: not only when it is convenient for our team.
Genuine.
Our team loves what they do and they genuinely care about our clients’ problems, fears, setbacks, and successes.
Competent.
We are consistently working to better our skills and knowledge. We work under the belief that 30 years of clients’ setbacks can create solutions for our clients in the future. After solving client challenges for three decades, we have solutions that may help you.
Caring.
We enjoy getting to know our clients on a personal level. The Capital Advisory Group Advisory Services team treats clients as family. We know our clients’ families and passions, successes and failures. We support clients when they need it most. We feel their pain and seek ways to help.