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

Our Story

Capital Advantage, Inc. was founded in direct response to a glaring need in the financial industry.

It all started just after John Hayman graduated from the University of California at Berkeley in 1981. He spent three years working for a major securities brokerage firm, and in that time he noticed that the financial planning community was profoundly lacking in two key areas: independent thought in investment planning, and a loyal commitment to servicing clients.

Determined to create a business model that would focus more on the client, John founded what is now Capital Advantage, Inc. in 1982 — an independent investment firm that acts as a fiduciary and strives to provide peace of mind to each and every client.

Today, Capital Advantage has twelve employees and over 600 clients. We are proud to be a local, independently-owned firm that has grown to become the largest fee-only independent wealth advisory firm in Lamorinda (a suburb in the San Francisco Bay Area).

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