Tailored Wealth Management for Individuals & Institutions
Capital Fiduciary Advisors is a boutique firm providing a complete suite of investment 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 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 effort to deliver the highest level of customer attention 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
The friends and clients we work with have been successful in several aspects and areas of their lives. As a seasoned expert wealth advisory team, our goal is to help them and you build upon this success for years to come.
Capital Fiduciary Advisors is primarily built to serve 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.
I have over 20 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 firm's clients, I am proud to have successfully advised them through portfolio designs, due diligence and an ongoing tax optimization strategy.
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 department.
Outside of the Office
I currently reside in Ashburn, VA with my high school sweetheart wife, our two teenage children and two Aussiedoodles. In my spare time, I enjoy learning new things as well as spending time with family and friends along with playing golf and being anywhere on the water.
Our unique association with Buckingham Wealth Partners enables us to offer the skill and services of a much larger firm at a lower expense to our family of clients. Our personalized service is maximized both by the use of cutting edge technology and the support staff of over 100 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)
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.
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.
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.
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.
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.
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
Ability to serve in oversight of multiple investment advisor relationships
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.
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