An uncommon approach to common sense financial planning

As fiduciary advisors, and with a team of CERTIFIED FINANCIAL PLANNERS^TM, we uphold the commitment to always advise in our clients’ best interest while maintaining a strong foundation of financial planning. We work for and report solely to you. As independent advisors, we have access to a wide variety of financial planning tools and strategies, which enables us to identify and select the right approach to best meet your unique needs and goals. From there, and through our investment division, Capital Investment Advisors, and insurance division, Capital Insurance Group, we are able to implement your comprehensive financial plan. Additionally, this broad-spectrum of services under our Capital brand provides access to the diversity of tools needed for highly-personalized customization to meet your unique needs, such as specialty niche investment platforms for green, socially-conscious and/or faith-based preferences.

We believe in taking an education-based planning approach and work to educate our clients at each step of the planning process and before any recommendations are implemented on their behalf. With a founding principal of delivering financial complexity communicated effectively, we help our clients to identify their financial goals and motivations and then to clearly understand what needs to take place to reach them.

Our passion for financial education has extended beyond the communities to which we belong and has reached the nation as a whole through The Institute for Financial Independence: The Learning Center at Capital Asset Management Group. As the founders of this nationwide network of likeminded advisors, we developed and utilize the Integrated Independence Method (I²M) to deliver the quality education needed for clients to feel confidence in and ownership of their financial decisions and financial future.

With four locations including the Georgetown area of Washington, DC; Millville, DE; Newport News, VA; and Easton, MD; our staff and leadership team are encouraged to devote their time and energy to local causes with diverse missions. From financial literacy and service on nonprofit boards to mentoring and coaching our neighbors, we support and reward our team who leverage their skills to assist those in need.