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Wealth Management for a Lifetime of Goals

Serving Clients Nationwide

Discover What We Offer

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 order to deliver the highest level of attention, availability and customer 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

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


Chris Williams

CEO, MANAGING MEMBER


Mission

The clients we work with have been successful in several aspects and areas of their lives. As a trusted wealth advisor, our goal is to help you build upon this success for years to come.

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

Background

I have over 20 years of experience providing sound investment and wealth strategies for high-net-worth individuals, families and institutions. As the primary point of contact for our firm's clients, I have successfully advised them through portfolio creation, implementation, due diligence and ongoing management.

Most recently, I worked with Andersen in Mclean, VA as a senior leader in the Investment Consulting Services (ICS) practice. During my time with Andersen, the investment advisory practice experienced significant success and in 2020 was recognized by Financial-Planning.com as one of the country’s largest Registered Investment Advisors with over $2 billion in assets under management. Prior to Andersen, I was a director for Capital Fiduciary Advisors where I was responsible for client relationships, portfolio management, operations and financial planning strategies.

I began my investment advisory career with Merrill Lynch where I was part of the Washington, D.C. Private Banking and Investment Group. My prior tenure also includes time with United Bank where my career began in the accounting and operations department.

Outside of the Office

I currently reside in Ashburn, VA with my high school sweetheart wife, our two children and two Aussiedoodles. In my spare time, I enjoy spending time with family and friends as well as playing golf and being anywhere on the water.

Chris WilliamsChris Williams on the phone looking at a laptop.

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.

Schedule a Conversation

Get in Touch

Virtual & In-Person Appointments

Let’s Enhance Your Generational Success

Reach out to our firm to explore a relationship by scheduling a call or filling out our submission form.

Schedule a Call



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