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Capstone Financial Advisors Inc.

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Capstone Financial Advisors Inc.

Overview:

Founded in 1999, Capstone Financial Advisors is an independent financial advisory firm built on a solid foundation of personalized client service and in-depth market knowledge. Our team of skilled and experienced professionals is committed to helping our clients enhance their financial success and achieve their dreams. We work with affluent individuals, business owners, entrepreneurs, private partnerships, nonprofits and professionals in all types of industries.

Our mission is to act as your financial advocate by providing objective and unbiased wealth management solutions tailored to your unique circumstances. We work closely with you to build sound strategies that grow and preserve your wealth, giving you the peace of mind your family deserves. Our comprehensive services include financial planning, wealth management, tax strategies and preparation, estate planning, risk management and charitable planning assistance.

Unbiased Advice. Tailored to Your Needs.
You deserve a dedicated partner who has the expertise to help integrate the pieces of your financial life. Our experienced team is committed to understanding the complexities of our clients’ lives and to helping them reach their life goals by providing knowledgeable, comprehensive financial advice and services. We accomplish this through:

Personalized Service
We start by understanding your needs and objectives, then tailor a plan to address them. We focus on personal and comprehensive advice that helps you achieve your specific financial goals.

Comprehensive Support
We take a team approach to developing your financial plan, ensuring you in-depth expertise, thorough planning and multiple perspectives. At Capstone, an advisor, analyst and client service representative are always working for you.

Objective Advice
As fee-only advisors, you can expect unbiased advice. We are fiduciaries who accept neither fees nor compensation for the services we recommend. This ensures your best interest is the only drive force in our relationship. Clients generally compensate us on a percentage of the wealth we manage.

Proactive Management
We realize that financial objectives evolve over time – what was appropriate before may not work for you today. We regularly review planning priorities, evaluate progress toward your objectives, and recommend actions necessary to overcome planning obstacles. We take great satisfaction in providing the feedback you need to thoroughly understand your financial plan.

Experienced Team
Our advisors have all earned professional certifications and are members of major professional organizations that govern their respective industries. Through our long-term relationships with clients, our team has many years of experience in assisting multiple generations within individual families.

Highest Standards
We hold ourselves to the highest standards and are dedicated to transparency, integrity and dependability. We achieve this by exercising strong management practices and by maintaining the highest ethical standards in all that we do.

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