Congratulations on building something special.
You’ve created a business that improves people’s lives. It was hard work— nights and weekends, trials and errors, mistakes and successes. Through it all, you remained steadfast in one thing: successfully guiding your clients through their financial journey.
What’s next? Maybe you’re a newer firm, looking to fast-track your next stage of growth. Maybe you’re a veteran firm with members ready for retirement but facing succession challenges. Whatever your situation, partnering with Capstone Financial Advisors can help.
We’re About Getting Better, Not Just Bigger
To continue serving clients in the high-touch, honest, and straightforward way they deserve, we want to expand, first in
the Midwest, then in other key markets around our existing
clients — with high-performing, like-minded team members.
We want growth that benefits the client experience. We’re committed to our future — and yours.
Our Partnership Options are Flexible
CAPSTONE-LEAD STRATEGIC PARTNERSHIP
Let’s merge our two firms under one brand. If you’re a firm committed to growing with a partner dedicated to enhancing the client service offering or implementing effective operational processes and procedures, our experience may help.
CAPSTONE-LEAD SUCCESSION SOLUTION
If you’re a firm facing succession challenges or one whose ownership is looking to completely transition out of the business, this arrangement may be your preference. We’ve been through the succession process ourselves and respect what it takes to complete it.
If you share our vision, let’s talk
We’d love to get to know you and your organization better.
