Capstone Study Group

About Us

Organized in 1996, the Capstone Study Group is comprised of leading financial planning firms across the USA. Capstone operates as an interactive network that shares ideas, support and services among its members with the continuing goal of providing cutting edge services to clients in all aspects of personal wealth management.

In aggregate, the members of Capstone, through the firms they lead, advise over 1500 clients with offices in 9 states. These clients look to the Capstone members for guidance with over $4 billion of investment assets and several billion more of personal net worth. They serve each of their clients in a fiduciary capacity putting their clients' interests first.

The members of Capstone are leaders in their profession and their communities. Professionally, members of Capstone have been elected to both local and national professional association Board and Council positions, have chaired and spoken at local, regional, national and international professional education conferences, and been published in the leading trade and consumer periodicals throughout the nation. Within their communities, Capstone members serve on local and statewide charitable boards of directors, fund raising groups and as foundation trustees.

Capstone members have been regular contributors to many local and national media outlets including the Wall Street Journal, USAToday, Kiplinger, Money, Forbes, among others. Each member firm's representative is a Certified Financial Planner® professional and several hold other respected designations or certifications.

Through its network, Capstone utilizes its members' average 32+ years experience in a wide variety of aspects of personal financial consultation to provide both individual and corporate financial services. Although members prefer long term, comprehensive consultative engagements, these services can be provided strategically.