WHO WE ARE

CAPTRUST Financial Advisors is an independent investment firm specializing in providing fiduciary advisory services to retirement plan sponsors, and wealth advisory services to corporate executives and other affluent individuals.

At CAPTRUST we strive to make the complex simple by providing clear advice with actionable recommendations. We pride ourselves on offering our clients a disciplined and prudent consulting process, focused on delivering quality service in a team approach.

Our goal is to become your trusted advisor.

INSTITUTIONAL ADVISORY SERVICES

As fiduciary obligations evolve plan sponsors require experienced fiduciary partners that can deliver advice unencumbered by other ties. As a specialist firm we tailor fee-based fiduciary services to meet your needs thereby enhancing your company’s retirement plan.

WEALTH ADVISORY SERVICES

True financial independence can only come from independent thinking. At CAPTRUST we provide you with a long-term investment program specifically designed to fit your personal situation, your goals, your dreams, based on what you tell us.