At Capstone Financial Advisors, you’ll find more than a financial advisor.
You’ll find a partner willing to get to know you, your family, and your financial goals. As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. Let us put our experience to work for you.
Our most valuable asset can’t be found on a balance sheet; it’s our people. We’ve built a team of skilled and credentialed financial professionals with the experience you need, and the understanding and support you want.
News
Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “20 Financial Tips For Founding An Organization” published by Forbes.
Residential real estate rentals can be a great investment provided you understand all the tax implications.