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. In fact, our success has led to Capital Fiduciary Advisors being named “one of Washington, D.C.’s Top Wealth Managers.

Premier Wealth Advisors 2014

 

We serve individual investors, charitable organizations and corporations. 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 tenets:

  • Uphold the Capital Fiduciary Advisors Wealth Management Oath
  • 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

Important News

After April 8, 2014, Microsoft will no longer provide support or issue software updates for the Windows XP operating system and Office 2003. If you continue to use Windows XP and Office 2003 after this date, your computer(s) will still work but they will become more vulnerable to security risks and viruses. Read More