NOTLEY SIDNEY “SANDY” MADDOX 

Founding Partner, Chief Compliance Officer, Portfolio Manager

  • Helping families, small business owners, and institutions since 1991
  • Growing/Building investment portfolios with customized investment plans, recommendations and investment services
  • 401k Solutions, retirement planning, estate planning, long-term care issues, and life insurance
  • Managing portfolios in excess of $2M or more

NOTLEY SIDNEY “SANDY” MADDOX 

Founding Partner, Chief Compliance Officer, Portfolio Manager

  • Helping families, small business owners, and institutions since 1991
  • Growing/Building investment portfolios with customized investment plans, recommendations and investment services
  • 401k Solutions, retirement planning, estate planning, long-term care issues, and life insurance
  • Managing portfolios in excess of $2M or more

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LEARN MORE

Longevity Planning

It’s quality, not just the quantity of life that truly matters. I am here to help you with both. In the past two decades, the average life expectancy has risen by more than 6 years.  It’s important to have a plan for your finances, your health, and your legacy so that you do not outlive your savings.

Capital Square - longevity planningBecause healthier individuals are likely to live longer, they need to prioritize a longevity plan that will allow them to fund even more retirement years.  Proper planning will help you prepare for unexpected expenses.

With the rise of long-term care and healthcare costs, I can help you plan to thrive and not just survive for your retirement future.

Schedule an appointment today.

Investment Planning

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step – getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich.

The fact is, there’s nothing complicated about common investing techniques, and it usually doesn’t take much time to understand the basics. One of the biggest risks you face is not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process.

As a seasoned investment manager with access to numerous investment tools, I can navigate you through the basics to help you make a simple investment plan.  My objective is to help you reach your financial goals. Let’s take the first step together.

Schedule an appointment today.

Women Investors

Supporting the long-term success of women investors with service tailored to their needs

Capital Square - helping women investorsSuccessful business woman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing all the more important. By working with a trusted financial advisor, I can help you access the resources and support you need to develop a personalized plan – to prepare for all life has to offer.

Schedule an appointment today.

Wealth Management

Successful individuals and families have complex needs that require specific, tailored strategies.  Working together to build your portfolio, I can offer you my specialized professional support regarding a variety of wealth topics, including:

  • INVESTMENT MANAGEMENT
  • ESTATE & CHARITABLE PLANNING
  • CASH MANAGEMENT & LENDING
  • RISK MANAGEMENT

Capital Square Exploring Wealth Management SolutionsNo two investors are alike.   Wealth management goals vary – from income generating to long-term growth and to short-term liquidity. That’s why I adhere to a disciplined process when leveraging the resources of Wealth Planning to design and monitor portfolios tailored to your needs.

Once your investment strategy is agreed on, I will work to implement the recommendations. And to help ensure your allocation and investments remain aligned with your goals and objectives, I will monitor your plan and make changes when necessary.

Schedule an appointment today.

More About Sandy

As a former member of the Kiwanis Club of Brainerd–Chattanooga, he served in many leadership roles including President, Board Member, and as Lt. Governor for KY–TN District Division 3 for the 2013–2014 term. Additionally, he served as the Fundraising Chairman and Board Member.

As an Adjunct Professor, and currently an Assistant Professor, he has taught classes for Tennessee Wesleyan University in Athens, Tennessee, since 2005. Classes taught have been financial investments, corporate finance, and real estate.

Traveling the world has taken him to some of the most fascinating places on Earth including Europe, Australia, and the Caribbean.  His bucket list includes Alaska, Antarctica, Iceland, Norway, and South America.

He is married to Martha Maddox, Associate Dean of the Goodfriend School of Business at Tennessee Wesleyan University in Athens, TN, and they have two children. Matthew recently graduated with a MBA from Tennessee Wesleyan University, and Mary Martha recently graduated with her MBA from TWU as well. Sophia, their Yorkie, is very special to all of the family. They make their home in Cleveland, TN.

Schedule an appointment today.

LEARN MORE

It’s quality, not just the quantity of life that truly matters. I am here to help you with both. In the past two decades, the average life expectancy has risen by more than 6 years.  It’s important to have a plan for your finances, your health, and your legacy so that you do not outlive your savings.

Capital Square - longevity planningBecause healthier individuals are likely to live longer, they need to prioritize a longevity plan that will allow them to fund even more retirement years.  Proper planning will help you prepare for unexpected expenses.

With the rise of long-term care and healthcare costs, I can help you plan to thrive and not just survive for your retirement future.

Schedule an appointment today.

Why do so many people never obtain the financial independence that they desire? Often it’s because they just don’t take that first step – getting started. Besides procrastination, other excuses people make are that investing is too risky, too complicated, too time consuming, and only for the rich.

The fact is, there’s nothing complicated about common investing techniques, and it usually doesn’t take much time to understand the basics. One of the biggest risks you face is not educating yourself about which investments may be able to help you pursue your financial goals and how to approach the investing process.

As a seasoned investment manager with access to numerous investment tools, I can navigate you through the basics to help you make a simple investment plan.  My objective is to help you reach your financial goals. Let’s take the first step together.

Schedule an appointment today.

Supporting the long-term success of women investors with service tailored to their needs

Capital Square - helping women investorsSuccessful business woman, entrepreneur, artist, mother, wife, mentor, leader, community activist: Whether for your education, career or family, you probably had a plan to help you reach your goals. And as a woman, you have likely faced unique financial challenges, challenges that make proactive planning and investing all the more important. By working with a trusted financial advisor, I can help you access the resources and support you need to develop a personalized plan – to prepare for all life has to offer.

Schedule an appointment today.

Successful individuals and families have complex needs that require specific, tailored strategies.  Working together to build your portfolio, I can offer you my specialized professional support regarding a variety of wealth topics, including:

  • INVESTMENT MANAGEMENT
  • ESTATE & CHARITABLE PLANNING
  • CASH MANAGEMENT & LENDING
  • RISK MANAGEMENT

Capital Square Exploring Wealth Management SolutionsNo two investors are alike.   Wealth management goals vary – from income generating to long-term growth and to short-term liquidity. That’s why I adhere to a disciplined process when leveraging the resources of Wealth Planning to design and monitor portfolios tailored to your needs.

Once your investment strategy is agreed on, I will work to implement the recommendations. And to help ensure your allocation and investments remain aligned with your goals and objectives, I will monitor your plan and make changes when necessary.

Schedule an appointment today.

As a former member of the Kiwanis Club of Brainerd–Chattanooga, he served in many leadership roles including President, Board Member, and as Lt. Governor for KY–TN District Division 3 for the 2013–2014 term. Additionally, he served as the Fundraising Chairman and Board Member.

As an Adjunct Professor, and currently an Assistant Professor, he has taught classes for Tennessee Wesleyan University in Athens, Tennessee, since 2005. Classes taught have been financial investments, corporate finance, and real estate.

Traveling the world has taken him to some of the most fascinating places on Earth including Europe, Australia, and the Caribbean.  His bucket list includes Alaska, Antarctica, Iceland, Norway, and South America.

He is married to Martha Maddox, Associate Dean of the Goodfriend School of Business at Tennessee Wesleyan University in Athens, TN, and they have two children. Matthew recently graduated with a MBA from Tennessee Wesleyan University, and Mary Martha recently graduated with her MBA from TWU as well. Sophia, their Yorkie, is very special to all of the family. They make their home in Cleveland, TN.

Schedule an appointment today.

CONTACT

CONNECT WITH SANDY

sandymaddox@capitalsquare.biz

C: 423.877.6708

6740 Executive Oak Lane
Chattanooga, TN 37421