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.
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...
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...
Inflation keeps us guessing — but where do we go from here? Our new Waypoints Series explores how the recent developments surrounding inflation have affected individual investors — and how the team at Capital Directions is helping clients navigate these uncertain...