Wealth Management and Financial Planning
Capital Fiduciary Advisors, LLC understands that managing wealth is much more than just about returns. True financial success is finding the path to achieving your most important goals. Individual Investors, Charitable Organizations or Corporate Representatives want to partner with a firm they can trust. Capital Fiduciary Advisors is committed to our role as trusted wealth advisor and fiduciary. We are committed to our clients’ success – offering objective, strategically focused investment advice, independent thinking and superior service.
Entrusting a financial firm with your family or foundation wealth is an extremely important decision, one that often impacts generations. Capital Fiduciary Advisors understands the complexities of this decision process and we pledge to serve as a partner, educator and steward for you and those that you serve.
Our experienced investment team works with each client individually, to create and manage successful financial strategies. Our management tenants:
- Seek to benefit from trends; not chase them
- Remain disciplined and focused on the fundamentals
- Adhere to a process that mitigates risk and adds value in various market environments
- Commit to providing excellent service in our client relationships
Capital Fiduciary Advisors named “one of Washington DC’s Top Wealth Managers”