Capital Advantage is committed to helping you define, and then achieve your financial goals by providing personalized service, detailed planning, and the superior level of expertise that comes with decades of experience.

Our Approach

Capital Advantage was founded with the fundamental goal of placing clients at the center of the financial planning and investment management process. We believe that providing outstanding client service is the key to success in any industry, but is especially important when it comes to managing your financial future. It is vital to our business model that you are not only listened to, but feel valued and important after every single interaction you have with Capital Advantage.

We believe in proactive communication. We pride ourselves on being responsive, available and accommodating. When you contact us, you can expect to speak with a real person. You will receive quarterly investment letters detailing our thoughts on the economy, monthly newsletters to keep you up-to-date on the financial industry, and various other updates throughout the year relevant to you and your finances.

We value face-to-face contact with our clients, and your entire family is always welcome in our office—including the family dog.

At Capital Advantage, we take the time to build meaningful personal relationships—the end result being that together, we can develop a financial strategy unique to your life, your family, and your goals.

We’d love to start a conversation with you. Call or request an appointment today.