Investment Advisory Services & Wealth Management

At Capital Fiduciary Advisors (CFA), we understand that managing wealth is about much more than just returns. True financial success is finding the path to achieving your most important goals. Whether you are an individual investor, or serve as a committee representative for an institution or organized entity, such as a charitable organization or corporation, you want to partner with a firm you can trust. That is why at CFA, we take our role as trusted advisor and fiduciary seriously. We are committed to our clients’ success – offering objective, strategically focused investment advice, independent thinking and superior service.

Entrusting a financial firm with your family or foundation wealth is an extremely important decision, one that often impacts generations. CFA understands the complexities of this decision process and we pledge to serve as a partner, educator and steward for you and those that you serve.

CFA’s experienced investment team works with each client individually, to create and manage successful financial strategies. Our management tenants:

• Benefit from trends; don’t chase them
• Stay disciplined and focused on the fundamentals
• Stick to a process that mitigates risk; add value in all market environments
  
    www.CapitalFiduciaryAdvisors.com

Financial Planning & Small Business Services

You can turn to Access Investment Services (AIS) for personalized attention for all of your financial needs. We partnered with Investment Professionals, Inc. (IPI), a full-service broker/dealer, to provide a broad range of investment products and services to individuals and business clients. For over 18-years, IPI has been guiding investors toward a more secure financial future with a broad range of investing solutions

• Financial Planning
• Retirement Planning
• Estate Planning
• Trust Services
• Fixed Income

• Structured Products
• Education Planning
• Asset Management
• Small Business Investment Services
• Employer Benefits Planning

Because AIS financial advisors are genuinely concerned about your long-term financial security, we encourage you to share comprehensive financial information for developing a plan to achieve real objectives. If you are not a candidate for business or financial planning services, you can take advantage of the many products and services we offer to fit your preferences and circumstances.
Using a collaborative approach to help you manage your financial affairs, we provide tailored, dynamic financial solutions over time that consider the needs of all family members. This holistic approach helps you navigate the financial waters in preparation for life and family events such as buying a house, saving for college and retirement.