Second generation family owned and operated independent financial services firm.
Second generation family owned and operated independent financial services firm.
Our mission at Capital Advisors is helping men and women of all ages tackle everyday concerns and challenges of investing and retirement planning with authenticity, honesty, and pride.
No matter what phase of life you're in, whether you're in your mid 20s thinking about retirement, late 30s, early 50s or already in retirement, we can help. We offer a broad range of financial solutions, design, and support customized for your specific needs, goals and life stage.
Below are some common questions our clients have.
"After climbing the mountain, you can finally enjoy the view".
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Definition: Handling assets and other investments. Management includes devising a short-term or long-term strategy of portfolio holdings.
We do extensive research to build and manage our own portfolios that are geared to your financial risk tolerance and goals. We review and evaluate your holdings on a quarterly basis and make changes as necessary. We want to make this process as easy and as comprehensible as possible.
Investing is a science and an art and is better left to the professionals. We joke here at Capital Advisors and say that people could be their own doctors via WebMD, but one wrong diagnosis can be the difference between a terminal illness and a spider bite!
Let us help you with your financial diagnosis and come up with a prescription for success.
"Successful investing is about managing risk not avoiding it".
- Benjamin Graham
New to the investment world? Does it seem overwhelming?
As a new/early stage investor, we understand the questions and concerns that could come up as we begin this journey. We understand this process can be complex in some ways thats why we strive to make this simple, effective, and as easy to understand as possible. See how we can help you below.
We work with your current finances to help you kick start your journey with investments, savings, debt, and retirement.
We will guide you through any questions you might have, provide support, and ultimately guide you towards your financial needs.
What we do as your coach:
"Someone is sitting in the shade today because someone planted a tree a long time ago".
-Warren Buffet
At Capital Advisors, we do not discriminate however, we see a need for women in the finance industry (whom are limited) to guide other women to achieve their financial goals.
We will review your current financial situation, discuss your future financial objective, and discuss how we can help you achieve your goals. We are offering a unique service that could provide insight, compassion, and professional financial advice for common concerns that women face today.
"Behind every successful woman is a tribe of other successful women, who have her back".
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Which ever stage of life you're in, we can help. We've designed programs to help everyone achieve their financial goals through our 4 financial needs options. Not sure what stage you're in? Contact us, we'll direct you the right direction.
Option 1 | Option 2 | Option 3 |
Clients who are in their early stages of building wealth who want guidance on managing their finances, budgeting, emergency reserves, and monthly support.
Pricing: Onboarding One-time Fee $149 + Monthly Subscription Fee $38
Hands on clients who are looking for personal finance guidance and a portfolio review. Typically for clients that hold assets outside of our management via investment platform/app or employer sponsored 401(k) and would like a bit of handholding and investment analysis.
Pricing: Onboarding One-time Fee $249 + Monthly Subscription Fee $38
Clients who need standard investment advice as well as portfolio management. We work with individuals as well as small businesses who need 401k, SEP, or a SIMPLE retirement account management.
Pricing: Starts at 1.25% x Assets Under Management
| Option 4 |
One-Time Financial PlanBest For:Clients that just want a financial roadmap or professional validation for their current strategy with personal finance and investing. Starts at $750 Services: |
While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us!
To access CIR Statements client login:
To access investment account through NetX:
In this video, we walk you through how to access your Pershing account for the first time or login, access statements, trade confirmations, and tax documents such as your 1099. See below for time-stamps.
Here's a quick recap of what you can find in the video, below are the time-stamps for each section:
Login: 0:30-1:00
First-time Login Users: 0:30-3:06
NetX Dashboard: 3:07-3:31
> Under section 'All Communications'
Statements: 3:31-4:01
Trade Confirmations: 4:02-4:10
Tax Documents (1099): 4:11-4:32
