Broker Check

Strategically Tailored Financial Services

We have designed our services to be comprehensive, helping ensure you only need to make one stop for all of your personal and business financial planning needs.

Individuals and Families

Our first priority is helping ensure that everything we discuss and do is centered around you. This helps position us to build strategies and solutions that can empower you to pursue financial goals.

Learn more

Business Owners 

We work with you to help ensure that all areas of your business are covered so that you’re better positioned for sustainable success. The financial landscape is constantly changing, but we believe that businesses can roll with the changes if you have proper planning and preparation.

Learn more
Experience in Building Personalized Solutions

Experience in Building Personalized Solutions

Capital Financial is an independent financial services firm with years of experience building effective strategies that can help you reach your goals in life. You deserve a partner who can guide and educate you on how to pursue your dreams for the future.

Comprehensive Wealth Management for Life

Comprehensive Wealth Management for Life

We use a complete wealth management approach that helps you look holistically at your financial picture. Your assets and legacy are about more than individual investments and retirement goals. That's why we put you at the center of a conversation with a trusted financial advisor.

A Personalized Approach To Your Dreams

A Personalized Approach To Your Dreams

We turn your goals into comprehensive solutions you can pursue. Our advisors work to earn your trust, starting by gaining a deep understanding of your values, goals and objectives. We utilize our experience and independence to create strategies that work for your best interests and that are centered on your goals.

Market Outlook

Stay up-to-date on market changes, impactful events and varying conditions through weekly, monthly and quarterly market recaps,

Explore Market Outlook

Helpful Content Designed to Improve Your Financial Education

Begin your journey towards improving your financial literacy by delving into our carefully curated resources.

Building a Solid Financial Foundation

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
Learn More
Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
Learn More
Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
Learn More

DO YOU HAVE ANY QUESTIONS?

Thank you!
Oops!