Leading You to a Better Way.

Our Core Belief

There is a better way to invest; one that puts you – the client – first, and applies a disciplined philosophy to achieve your financial goals.

Your financial journey begins with a clear roadmap, a customized plan to get you where you want to be.

For over 30 years, we’ve guided clients like you through life’s twists and turns, always providing a steady hand on the wheel.

Wherever you want your journey to lead, you can trust that Capital Directions knows the way.

A Better Way to Achieve Your Financial Goals

Our consultative, client-centric approach is designed to map out your financial goals and lay out a long-term investment plan to get you there.

A Better Way to Do the 401(k)

Smart investing is critical when your employees’ retirement is at stake. Capital Directions understands the importance of offering a retirement plan that inspires confidence and keeps costs low.

A Better Way to Run Your RIA

If you’re an independent financial advisor who wants to spend more quality time with clients and less time managing day-to-day administrative tasks, Capital Directions can assist you with a full range of back-office support and portfolio management services.

Capital Ideas

Following the road map to true financial peace of mind

Following the road map to true financial peace of mind

When it comes to financial planning and managing your wealth, you'll no doubt start with a goal in mind — a destination you're aiming for, whether it's a few years or a few decades away. Your financial journey will include milestones along the way, but there will be...

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Finding a path forward to retirement in uncertain times

Finding a path forward to retirement in uncertain times

Our Waypoint Series continues with a closer look at retirement planning. Whether you're just beginning to make a plan or you're only a few years away from your goal, we've all experienced many of the same challenges recently — from the pandemic itself to all the...

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