Since 1991 Capital Advisors, Ltd. has been dedicated to the Financial Planning Process: helping successful individuals achieve perspective with vision and discipline while reaching consensus amongst their other advisors. The result is a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans leading to foreseeable, more successful outcomes.
This is accomplished in a cost effective, fee-based, open architecture and transparent fashion with completely independent objectivity. Our proprietary, customized CFM Horizon™ – Financial Road Map allows us to create a visually straightforward blueprint that uncovers opportunities, optimizes resources, and results in an integrated and logical financial road map. This forward-looking perspective brings clarity to the numerous components that make up an individual’s financial life and provides a sound basis for investment, estate, retirement, and tax planning.
Over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials including:
- CERTIFIED FINANCIAL PLANNER (CFP®)
- Chartered Financial Analyst (CFA®)
- Certified Public Accountant (CPA)
- Masters in Business Administration (MBA)
- Accredited Portfolio Management Advisor (APMA®)
- Accredited Estate Planner (AEP®)
- Chartered Mutual Fund Advisor (CMFA®)
- Accredited Investment Fiduciary (AIF®)
Capital Advisors, Ltd. falls into the industry classification of Elite Ensemble Practice.
- Founded in 1991 as an independent, privately owned wealth management firm.
- Dedicated to the Financial Planning Process, providing clients a fully integrated and comprehensive view of their financial affairs.
- Our team has over 230 cumulative years of experience in the wealth management industry, an average tenure at the firm of over 16 years.
- Firm members hold 16 professional and industry credentials.
- We are fiduciaries. Fiduciary duty carries with it the highest standard of care defined by the law.
- Our proprietary, customized financial pro forma, CFM Horizon™ - Financial Road Map gives clients a top down view of their financial affairs.