CAPSTONE WEALTH ADVISORS

Capstone was founded in 2002 with the belief that clients are best served when the advisor is not driven by sales quotas or commissions. Our growth and the success of our clients in achieving their life goals has validated this conviction. Our experienced team of Wealth Advisors hold the Certified Financial Planner™ ( CFP®) designation as well as advanced degrees in Financial Planning and Wealth Management designation. We are proud members of the Financial Planning Association (FPA), the Fee Only Network, and National Association of Personal Financial Advisors (NAPFA). And while credentials and professional affiliations don't tell the whole story, they do give us valuable training, insights, and support of national networks to tackle financial challenges and leverage opportunities with a focus on long-term investment and financial planning as well as tax planning and mitigation... At Capstone Wealth Advisors, we do things a little differently. Maybe it's because we're Midwesterners,..

Also known as: Capstone

Primary location: Indianapolis United States