Wealth & Tax Management for a Lifetime of Goals

Serving Clients Nationwide

Tailored Wealth Management for Individuals & Institutions

Capital Fiduciary Advisors is a boutique firm providing a complete suite of wealth management consulting services for individuals, families and institutions. Through a highly customized approach, our strategies are designed to grow, protect and preserve our clients’ wealth while preparing for generational or philanthropic prosperity.

Achieving Goals Through a High-Touch and Intimate Relationship

We work closely with you and sit together on the same side of the table as your independent fiduciary advisor. We are passionate about dedicating the time, attention, and resources to fully understand your vision and create a financial plan that aligns with your unique goals and objectives.

Who We Serve

Capital Fiduciary Advisors maintains an intentionally limited client base in an effort to deliver the highest level of customer satisfaction and experience. Typically, we work with those who have saved well over the course of their careers and foundations that would like to implement a disciplined strategic plan for continued success. We have been fortunate to grow our practice base over the past 20 years by means of our clients' success and earning referrals.

Our clients include the following:

Established professionals, executives, business owners and high-net-worth individuals looking for all-inclusive wealth planning

Institutions interested in a independent Fiduciary steward for a strategic spending plan, investing policy oversight, and ongoing portfolio management

Plan Your Future, Secure Your Legacy, and Live Out Your Aspirations

Explore How

Chris Williams

President & CEO

Mission

The friends and families we serve have fortunately been successful in several aspects and areas of their lives. As their seasoned wealth and tax advisory team, our goal is to help them enhance their success for years to come.

Capital Fiduciary Advisors is primarily built to serve our clients with a high-touch and customed tailored level of service and intimacy. We have always thought of our firm’s clients as family members and are extremely passionate about their care and success. Helping them achieve their unique goals and objectives with the utmost care and transparency is our top priority.

Background

I have over 25 years of experience providing sound investment, tax and wealth strategies for high-net-worth individuals, families and institutions. As the primary point of contact for our clients, I am proud to be accountable and having successfully advised them in investment strategy, financial planning, and ongoing tax optimization.

Prior to founding Capital Fiduciary Advisors, I worked with Andersen (a spin out of Arthur Andersen) in Mclean, VA as an executive leader in the Investment Consulting Services (ICS) practice. During my time with Andersen our investment advisory practice and more especially, our clients, experienced significant success to be recognized by Financial-Planning.com in 2020 as one of our country’s largest Registered Investment Advisors with over $3 billion in assets under management.

I began my wealth management career with Merrill Lynch where I was part of the Washington, D.C. Private Banking and Investment Group (PBIG). My prior tenure also includes time with United Bank in the accounting and operations departments.

Outside of the Office

I currently reside in Ashburn, VA with my high school sweetheart wife, a University of Tampa Freshman and a Riverside high school Sophomore along with our two Aussiedoodles. In my spare time, I enjoy learning new things as well as helping people. I do also enjoy spending time with family and friends along with playing golf or being anywhere on the water.

Chris Williams on the phone looking at a laptop.

Management Team

Our unique association with Buckingham Wealth Partners enables us to offer the skill and depth of a much larger firm at a lower cost to our family of clients. Our personalized service is maximized both by the use of cutting edge technology and the support staff of over 600 professionals at this outstanding national investment firm with an expertly skilled team of Certified Financial Planners (CFP), Certified Public Accountants (CPA), Chartered Financial Analysts (CFA), Certified Investment Management Analysts (CIMA), Accredited Investment Fiduciarys (AIF), Chartered Retirement Planning Counselors (CRPC) and Personal Financial Specialists (PFS)

Jared Kizer, CFA

Chief Investment Officer

Jared Kizer and his team evaluate findings from academic research and apply that learning to develop investment strategy recommendations. Jared helps investors better understand the complicated concepts that can have a tangible effect on their financial lives. Jared holds a master’s degree in finance from Washington University in St. Louis.

Kevin Grogan, CFA, CFP^®

Director of Investment Strategy

Kevin analyzes the latest research in investment and finance to draw practical applications and apply findings to help clients improve the structure of their portfolios and achieve their goals. He has co-authored two books about investing and holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

Larry Swedroe

Chief Research Officer

As chief research officer for Buckingham Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry has authored or co-authored over a dozen books and is regularly published on Advisor Perspectives. He holds an MBA in finance and investment from New York University and a bachelor’s degree in finance from Baruch College in New York.

Jonathan Scheid, CFA, AIF^®

Vice President, Portfolio Strategy & Education

Jonathan is responsible for developing and implementing wealth management services and solutions for our clients. He received his bachelor’s of science in commerce, with an emphasis in finance, and a minor in computer engineering from Santa Clara University. Jonathan has also earned his Chartered Financial Analyst (CFA) and Accredited Investment Fiduciary® designations.

Jeffrey Levine, CFP^®, CPA, PFS, CWS, AIF, RICP, ChFC^®, BFA^™

Chief Planning Officer

Clients deserve a knowledgeable advisor who is up to date on the latest changes in the laws, regulations, tools, and trends that may impact their overall financial plan. As Chief Planning Officer, Jeffrey works closely with clients to create a seamless and enjoyable experience that makes it easy to plan and instill confidence as they work towards their most important goals.

Our Difference

Bringing You Capabilities & World-Class Resources To Build on the Success You’ve Earned

People shaking hands over a desk.

We Serve As Your Trusted Financial Steward

The majority of our clients have earned their success personally and professionally. Whether you’re a business owner, successful professional, or non profit executive director, our goal is to help you continue excelling throughout your journey and mission for the next generations to come. We cater our services directly to you while applying values of prudency, integrity and passion in everything we do.

Enhancing Your Wealth Through...

A Highly Detailed Approach

We reserve our practice for a limited number of clients. That means we get to know the nuances of your particular situation and can diligently seek out optimal solutions tailored for you.

World-Class Resources

We employ numerous strategic partnerships with world-class resource providers in investment research and due diligence as well as financial and tax planning. In turn, your wealth and future is deeply supported with industry-leading firms and experts.

Evidence-Driven Discernment

We have over 20 years of experience successfully managing wealth for clients. We embrace a strategic and disciplined approach to provide expert investment management and skilled financial advice.

Customized Advice

As a fee-only fiduciary, the guidance we offer is entirely customized to your unique goals and best interests. We are a team of independent consultants at heart and do not sell products or earn commissions.

Partnering Together to Accelerate Your Goals

We enjoy meeting new people, sharing ideas, and achieving goals that can advance us all. We encourage you to get in touch with us for a conversation to meet each other.

Schedule a Conversation

Our Customized Solutions

Designing Strategies to Secure Your Perpetual Prosperity

Family sitting on the couch smiling.

Holistically Caring for Your Wealth, Your Family & Your Legacy

As a boutique firm, we strive to be your one partner and primary point of contact for all of your financial aspirations. We serve to provide peace of mind and to free up our clients’ time to enjoy their lives and interests.

Our Complete Suite of Wealth Management Services

Wealth management
Investment consulting
Financial planning
Inheritance management
Gifting strategies
Estate planning
Special needs planning
Tax planning
Pre- and post-sale business liquidity planning

Creating & Maintaining Strategic Financial Policies

We work with nonprofits and institutions by serving as a strategic advisor and strengthening the foundation for perpetual success.

Services for Institutions & Nonprofits

Optimizing a spending policy
Developing and managing investment policy
Portfolio management
Ability to serve in oversight of multiple investment advisor relationships
Fiduciary review

How It Works

Getting Started With Capital Fiduciary Advisors

Our Process is Centered on You

1: Get Acquainted

The first step in our process is to simply have a conversation to learn more about each other and share some experiences.

2: Gather Data

If we’ve decided to move forward together, this next step involves collecting your financial data, learning about your goals, and prioritizing your objectives.

3: Tailor Plan

We will craft a custom plan in alignment with your personal and financial goals. We’ll go over our recommendations in detail with you and will establish a final plan together.

4: Implement Plan

At this point, we will work together to put your plan into place, setting up all accounts and collaborating with your circle of professionals if necessary.

5: Ongoing Evaluation

We proactively monitor your progress and will be communicating with you on a regular basis with updates and evaluation. As a client of ours, you always have ongoing access to us to discuss any evolving circumstances. We know life and plans have a tendency to change along the way, and that’s what we are here for.

Let’s Get to Know Each Other

We’re interested in teaming up with the right clients and working to achieve their unique goals and objectives. We welcome the opportunity to speak with you.