Our planners hold a diverse array of securities and insurance licenses to offer a variety of solutions that may fit your needs.

We pride ourselves on offering an exceptional and highly personal level of customer service to clients located throughout the United States.

Capital Analysts Incorporated: Our Broker-Dealer

Founded in 1968, became one of the first three financial planning broker/dealers in the country. In the 1980s, they recognizing the significance of the rapidly expanding mutual fund industry and created unbiased mutual fund research, including a fund ranking system, Capital Analysts Performance Statistics Leaders (CAPSL) which is still in use today. In recent years, CAI executed major changes to provide more relevant support to advisors and clients through their Wealth Management Platform.