A Balanced Approach For A Lifetime of Security & Opportunity

At Capital Advisory Partners, our job is to make sure that your money lasts as long, or longer than you do. We’re here to bridge the gap between risk and reward so that you can make every decision with confidence.

Most of all, we believe that a financial advisor should be more than just an expert in the markets. That’s why we take the time to understand not just your financial situation, but also your habits, emotions and desires so that we know the course of action to take for your ultimate satisfaction.

Retirement Planning

If you have ever wondered:

  • How much do I need to save annually from now until retirement?
  • What is the best strategy to maximize my retirement savings?
  • Will I be able to support my family when I stop working?
  • Will I be able to afford and, more importantly, enjoy my retirement?

At Capital Advisory Partners, we’ll collaborate with you to:

  • Map out a stable income flow throughout retirement (via investments, pensions & benefits)
  • Develop an achievable savings plan that will last beyond retirement
  • Maximize Social Security and pension options
  • Optimize a tax-efficient retirement income plan
  • Navigate inflation and market volatility
  • Regularly review your retirement plan and take into account any changes in circumstance or goals

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Investment Management

If you find yourself asking:

  • How much stock market exposure should I have?
  • How do I manage my investments during a volatile market?
  • How can I grow my investments to support my dreams?
  • Can I count on my investments to provide not just for my future, but the future of my children and grandchildren?

Through a steady, disciplined approach to investing, we remain unemotional so our clients can stay the course in both good markets and bad. We’ll guide you towards suitable investments that meet your overall risk tolerance and help bring you closer to the life you’ve always dreamed of.

And with no in-house products to sell to you, we can avoid conflicts of interest — rest assured every counsel we give you prioritizes your needs above all else
so that your assets can provide for you in your lifetime and for your next generation.

Our investment management services include:

  • Review your current investments and design a customized portfolio
  • Determine appropriate asset allocation
  • Active monitoring and rebalancing of your portfolio
  • Planning for a specific purpose like college savings, new home purchase, or future healthcare expenses

Schedule A Free Consultation

Investment planning

Financial Consulting

Our mission is to reduce your stress about money, support your current needs and build a nest egg for your long-term goals, whether you’re looking to:

  • Leave a legacy and plan out your estate
  • Minimize the taxes you’ll need to pay on your estate

We’ll help guide you through each phase of life with confidence and a sense of security. Our services include:

  • Review Tax Documents
  • Coordination with your Accountant
  • Review Estate Documents
  • Coordination with your Estate Attorney

Schedule A Free Consultation