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
Health care costs are rising. The closer you get to retirement, the more important these costs become. Here we cover some basics behind health care costs and strategies to proactively plan for them.
Capstone Financial Advisors is pleased to announce the promotions of key members of its growing team.
Senior Wealth Advisor Brian Niksa, CFP® authored the article, “Account Titling: An Often-Overlooked Detail” published by Forbes.