Retirement Solutions

Solutions Based on Your Needs, First

At Capital Square, we are a fee-only based 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 discover the difference at Capital Square.

Services We Offer

401k Solutions

Education Planning

Retirement Planning

Portfolio Management

Estate and Trust Planning

Annuity Analysis

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DISCIPLINED APPROACH

While we provide many investment models, we are disciplined investment professionals taking time to develop a lasting relationship with you just like we do with many of the companies we invest in.  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.  This disciplined approach gives us the platform to make the best decisions for you regardless of how the tides of time ebb and flow.

WORLD CLASS RESEARCH

We build a custom portfolio from the bottom up. Over time, some of your investment portfolio maybe drift away from the initial allocation. So we reallocate your investment portfolio to help meet your financial goals. 

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TIME IN THE MARKET NOT TIMING THE MARKET

This is an old saying in the industry that we believe in completely.  Many times over the last 25 years, we have seen companies come and go, but the market continues to reward clients that stay the course.  The market also tends to weed out poorly performing companies, so that staying in the market and remaining diversified over time offers a unique opportunity for those that understand this discipline.