Capstone Financial Advisors is pleased to announce that we have been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews. Capstone was chosen as one of this year’s top-75 firms based on employer and employee surveys delving into everything from company culture, benefits, career paths and more.

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

About Capstone Financial Advisors 

Capstone provides customized financial planning and comprehensive wealth management services to high net worth individuals, families and institutions. As a fee-only, personal financial advisory firm, Capstone offers financial advice that is tailored to clients’ individual goals, risk tolerance and lifestyle needs.

Disclosures

The InvestmentNews Best Places to Work for Financial Advisors is an independent listing conducted in partnership with employee survey firm Best Companies Group. (March 2021).

Winners are selected from a two-part survey completed by employers and employees. Employers report their organization’s workplace policies, practices and demographics, and employees complete a survey designed to measure the employee experience. Scores from the employee survey represent three-quarters of the weight of the final rankings.

InvestmentNews Best Places to Work for Financial Advisors eligibility: To qualify as one of InvestmentNews Best Places to Work for Financial Advisers, an advice firm must have at least 15 employees and have been in business for one year.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capstone Financial Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Capstone Financial Advisors by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Capstone Financial Advisors does not pay fees to be considered for any ranking or recognition.