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
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “18 Strategies For Investors To Minimize Tax Liabilities” published by Forbes.
Capstone was recently named as one of the 2024 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Suburban Business.
The commercial real estate market has undergone a significant downturn and sentiment towards it is extremely negative. In our latest investment perspective, we discuss the current state of the real estate asset class and what may lie ahead for it.