At Capital Square, we are a fee-only registered investment adviser that focuses on one thing: you.
As a Registered Investment Adviser and fiduciary, we must place our clients’ 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.