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YOUR FINANCIAL COUNSEL

We serve as an accessible and proactive point-of-contact for all of your financial affairs, delivering the insight essential for making prudent decisions.

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OUR TEAM

Over 230 years of cumulative experience with an average tenure of 16 years, and a total of 20 industry credentials.

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KEEPING YOU ON TRACK

Our proprietary, customized CFM Horizon – Financial Road Map seeks to create a visually straightforward blueprint that uncovers opportunities, optimizes resources, and results in an integrated and logical road map.

As featured in

  • CNBC
  • REUTERS
  • THE WALL STREET JOURNAL InvestmentNews
  • CRAINS Cleveland BUSINESS
  • YAHOO!
  • Barron's
  • US News & World Reports


Please Note: Limitations. Neither publications in, or acknowledgments by, any type of media, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services. No such publication should be construed as a current or past endorsement of Capital Advisors, Ltd., LLC by any of its clients.