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