Troy E. Bute, CFP®
senior wealth advisor | co-founder
Troy Bute, CFP®, co-founded Capstone Financial Advisors with a clear vision that remains true today: offer client-focused financial services. Since 1999, he and his colleagues have been working alongside families and individuals to build lasting relationships, offer trusted advice, and deliver personalized guidance.
“When it comes to our clients’ financial wellbeing and security, we take a team approach. We work together to offer a wide range of services to meet whatever needs they have – whether that’s navigating a current opportunity or planning for the future. Our goal is always to offer sound financial advice that simplifies their decision-making process and gives them peace of mind as we execute our agreed-upon action plan,” Troy shares.”
Invested in your future
As your financial advisor, Troy offers demonstrated experience and knowledge. Even more importantly, he understands the value of getting to know you, including your family, motivations, and dreams. After all, it’s these connections that allow him to deliver personalized support and services that position you for success.
“An engaged conversation, attentive listening, and an understanding that everyone comes from a different place provides a solid foundation on which to build a very long relationship. It’s through these relationships that I often get the greatest sense of joy: Being able to see clients enjoy the fruits of their labors – whether it’s through a family gift, a planned gift to their favorite charity, or a trip of a lifetime – is a very special part of my job,” he says.”
Building community
Community is built in many different ways. For Troy, that includes his clients. Day in and day out, he puts them first – considering their current needs, anticipating what may come next, and evaluating and assessing plans in place.
When he’s not in the office, Troy continues to support his community by lending a hand to friends and family whenever needed.
Troy is a CERTIFIED FINANCIAL PLANNER™ certificant and member of the Financial Planning Association. He earned his Bachelor of Science in Finance from the University of Illinois, Urbana-Champaign.
Prior to co-founding Capstone, Troy worked at JMG Financial Group, Ltd., where he was responsible for the training and development of the financial planning staff and served on several internal committees including those overseeing portfolio construction, client investment reporting, and trust and estate compliance.
Troy's Perspectives
