specializing in your retirement needs
your financial success starts here
OUR FINANCIAL ADVISORS ARE HERE TO HELP MEET YOUR GOALS.
Discover The Difference
At Capital Square, we are a fee-only investment adviser that focuses on one thing: you. As a Registered Investment Adviser and fiduciary, we must place our client’s best interest before our own-and proud to do so. Unlike broker-dealer firms, we don’t push products, such as mutual funds or annuities. We push progress. Since no client is the same, we customize an investment portfolio that matches your financial needs and future. We plan for longevity in your life, and the unexpected life events that occur. Our success is built on our clients’ financial success. Come and discover the difference at Capital Square.
Don’t Settle For Less
Services We Offer
401 K SOLUTIONS
ESTATE & TRUST PLANNING
“Financial planning is about more than just good advice or investment returns. it’s about providing guidance that you can trust.”
solutions based on your needs, first
What We Do
At Capital Square, we strive to create lasting, personal relationships with each client. Founded in 2017, Capital Square strives for a conservative objective to be the premier wealth management firm in the South for clients and for advisors, our individual approach to managing client assets provides the flexibility to design individual portfolios for any client anywhere. Our professional investment advisors provide the comfort affluent clients need when stressful market conditions arise.
Understanding where you are in your financial life cycle, we are able to build the right investment portfolio to provide appropriate risk, sufficient income, and growth.
World Class Research
We build a custom portfolio from the bottom up. Over time, some of your investment portfolios may drift away from the initial allocation. So we reallocate your investment portfolio to help meet your financial goals.
Time In The Market
Many times over the last 25 years, we have seen companies come and go, but the financial market continues to reward clients that stay the course.