Nathan Creviston 

"Focus On Defense As Much As Offense."

Nate began his career on the insurance side of the financial industry, and this helps him weigh risk and accumulation strategies with a critic’s point of view. It also gives him the knowledge base needed to think through the long-term “what ifs” of a client’s situation: What if things go as planned? But what if they don’t? How can we prepare for the unexpected?



"Be An Open Book"

Tough questions are important to Nate – whether he’s asking or answering them. While clients may come to us with a specific financial goal in mind, Nate is known to dig deeper, uncovering issues that often get overlooked. This requires creating an open dialog with our clients and a camaraderie that’s built on trust. Ask him anything: he’ll find the answer, gather the facts and research the right plan of action. In the end, his goal is to sit across from these same clients 30 years from now and say, “we did it.”



"Embracing, Yet Speculative."

With so many new products and trends entering the financial services industry every day, Nate is very diligent when examining these new offerings. He will not dismiss a new idea or investment just because it’s a recent market trend. Through extensive research he will be able filter out the noise and deliver a clear and concise advice to our clients regarding the new trend.



Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, 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.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.

Professional Credentials, Recognition, & Education

• CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
• Chartered Financial Consultant® (ChFC®)
• Retirement Income Certified Professional® (RICP®)
• FINRA Series 7 and Series 63 Registrations
• BS in Economics from Miami University
  

Professional Affiliations

• Financial Planning Association® (FPA®)
  

Board Memberships

• One Health Organization