About Capstone Financial

Growth built on a
strong foundation

Our firm was founded in Atlanta in 1886 and has been steadily growing ever since. Just like it was in 1886, our goal is to help our clients navigate the complexities of managing wealth.

By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has experienced unprecedented growth and now includes offices in several locations (Atlanta, Nashville, and Jacksonville) and continues to deliver the same customized solutions now as we have since our early years.

Experience Matters

Our group of professionals holds a wealth of knowledge, acumen, and experience. Our clients benefit from the collective wisdom of our team, rather than the knowledge of a single individual. Our leadership team, staff and advisors come from diverse backgrounds and are united by our commitment to serve our clients.

It’s not an event, it’s a journey

Our approach to setting financial goals and building strategies around them is three-fold: Consultative, Collaborative, and Comprehensive.

Capstone is a premier financial services firm with a long tradition of delivering individualized client solutions. Our clients count on our experiences analyzing basic and complex issues and then identifying proven, easy-to-understand solutions. We do not believe in “cookie-cutter” plans. We believe in helping our clients make financial decisions from a position of strength and building flexibility and options into our strategies.

Capstone Financials’ Corporate Solutions team works with businesses to build plans that cover everything from basic benefits through executive carve out plans. Our solutions are built in conjunction with the leadership team of our business clients so we can provide the answers our corporate clients seek within the budget they have allocated.