Wealth Management and Financial Planning

Capital Fiduciary Advisors, LLC understands that managing wealth is much more than just about returns. True financial success is finding the path to achieving your most important goals. Individual Investors, Charitable Organizations or Corporate Representatives want to partner with a firm they can trust. Capital Fiduciary Advisors is committed to our role as trusted wealth advisor and fiduciary. 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. Capital Fiduciary Advisors 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.

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

  • Seek to benefit from trends; not chase them
  • Remain disciplined and focused on the fundamentals
  • Adhere to a process that mitigates risk and adds value in various market environments
  • Commit to providing excellent service in our client relationships

Capital Fiduciary Advisors named “one of Washington DC’s Top Wealth Managers”


  • We will fully educate you in regards to your customized investment portfolio and the research behind each of our recommendations;
  • We will define precisely what our responsibilities are with respect to our ongoing wealth management advisory relationship;
  • We will provide full transparency and disclosure in all aspects of our management advisory relationship;
  • We will provide you with clearly measurable objectives and metrics for evaluating progress toward your individual investment goals;
  • We will define and communicate our superior service standards, including:
      • The Team
    • A dedicated team of seasoned financial professionals with extensive industry experience and knowledge that is available via phone, email or in-person
    • Inquiries will be answered promptly and always within 24 hours
      Services Provided
    • Your service team will facilitate and advise you on all facets of your investment portfolio, including evaluation, construction, rebalancing, trading, reporting and money transfers
      Our Deliverables
    • An evaluation of your current portfolio and an analysis of your investment needs
    • Monthly statements provided by custodian
    • Comprehensive quarterly performance reports and account reviews
    • Comprehensive year-end tax summary statements of your accounts*
  • We will conduct ourselves with the highest moral and ethical standards, and we pledge to act professionally in your best interest at all times;
  • We will always maintain professional objectivity and integrity
  • We will provide superior service at all times