A complete list of active advisors currently associated with Capital Fiduciary Advisors

Warmer can help you find a great advisor at Capital Fiduciary Advisors or one who fits your needs even better.

Capital Fiduciary Advisors provides wealth advisory and portfolio management services to both individual and institutional clients, with a stated focus on high‑net‑worth individuals, associated trusts and estates, and entities such as pension and profit‑sharing plans. The firm also offers personal financial planning services that cover retirement, tax and cash‑flow planning, estate and college planning, and preparation of financial analyses. The firm implements both discretionary and non‑discretionary programs and commonly recommends unaffiliated third‑party investment managers who are granted full trading authority, while Capital Fiduciary Advisors monitors manager performance and may recommend retention or replacement. Research and manager‑performance databases from custodians and vendors such as Charles Schwab and LPL Financial are used to support asset allocation and manager selection, and client objectives are established through interviews and questionnaires. What is distinctive for a small independent adviser is that Capital Fiduciary Advisors manages assets for institutional clients (for example, pension and profit‑sharing plans) in addition to serving high‑net‑worth individuals, and it reports offering educational seminars or workshops alongside one‑on‑one planning. The firm emphasizes a formal due‑diligence process for selecting third‑party managers and leverages custodial relationships that provide institutional‑style reporting and operational support.

To learn more about the advisors currently working at Capital Fiduciary Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.