Integrity and Trust
We place trust at the center of our financial advisory partnership with you, and we earn that trust through an unquestionable commitment to personal and professional integrity in everything we do. Integrity to us means honesty, transparency and consistency of character. We want you to understand who we are and how we do business from day one, and we want to understand your story. Whether we are meeting you in our office for a one-on-one consultation, welcoming you to an educational event or visiting your place of business, our goal remains the same: to do what is in your best interest.
Independence
As an independent firm, we have the freedom to offer you complete transparency: no hidden fees & no quotas. We are in the business of solving problems, not pushing product. When you work with the professionals at Capstone Financial Partners, our goal is to provide you with expectations of personalized financial advice based on your needs. And because we are not beholden to any particular vendor, you can be confident that we are always sitting on the same side of the table as you, advocating on your behalf and working to achieve your financial objectives.
Discipline and Dedication to Process
From our years of experience working with individual investors, small business owners and corporate clients, we have learned that discipline is key to successful retirement planning. For us, this discipline translates into a process-oriented approach to meeting your wealth management and business planning needs. We do not trade in ad-hoc advice or intuition, but rather strictly adhere to an established system of processes that we continue to improve over time. We ask you to match our discipline with your own, committing yourself to the planning process and following through on agreed-upon action steps.
Lifelong Commitment to Education
Providing you with a financial education is paramount to what we do at Capstone Financial Partners. We want you to make informed investment decisions and offer a number of retirement planning workshops, seminars and continuing education courses. We also commit ourselves to the pursuit of lifelong education. The Capstone Financial Partners team includes two Masters of Education, a Masters of Business Administration, Chartered Life Underwriter (CLU®) professional, Chartered Financial Consultant (ChFC®) professional, Accredited Investment Fiduciary (AIF), Certification in Long Term Care and a Certified Fund Specialist (CFS®).
Strength through Partnerships
We work in close collaboration with your CPA, attorney and other key advisory members to coordinate the many aspects of your total financial life. Should you need a referral, we have professional partnerships with a number of accounting and legal firms in the Central Virginian region. As members of the Fusion Advisor Network, a nationwide network of independent financial advisors, we have access to a wellspring of intellectual capital.
