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
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.
Senior Wealth Advisor Brian Niksa, CFP® was quoted in the article, “12 Negative Impacts of Inaccurate Credit Reports” published by Forbes.
Stock markets continued rallying and bond markets took a breather in the first quarter. In our latest research presentation, we take a detailed look at what happened last quarter in the markets and provide our updated market outlook.