Our Company

The CIA Team

Since Capital's doors opened in 1994, it has been our goal to give our clients a unique financial experience, which focuses on each client's goals and objectives rather than advisor incentives We strive to provide our clients with general financial advice focusing on investment management. This goal is only achieved because of the intangible qualities represented in the Capital team. Our team consists of investment analysts, 25-year industry veterans, CERTIFIED FINANCIAL PLANNERS™, ® and CPAs.

Capital provides all of this financial expertise in a fee-only enviroment that aligns advisor's interests directly with their clients. To accomplish each of the client's goals, we provide specific investment management programs that are tailored for them because we do not provide a 'one size fits all' solution. The end result is a client/advisor relationship, where we strive to help the client to feel comfortable and confident that their financial future will be cared for every step of the way.