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

Most firms have a guiding principle. We added 29.

Most firms have a guiding principle. We added 29.

Our 30 core fundamentals at Capital Directions form the foundation for our unique culture. We call it "The CD Way" — and around here, it's a pretty big deal. We're not just checking boxes or making a laundry list of feel-good buzzwords. Simply put, The CD Way guides...

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Mutual Funds vs ETFs

Mutual Funds vs ETFs

Exchanged Traded Funds (ETFs) were first introduced in the early ’90s with the introduction of the SPDR S&P 500 Trust (ticker SPY) by State Street Global Advisors. Over the last 30+ years, ETFs have experienced widespread adoption with investors and rapid growth...

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Tax-Loss Harvesting

Tax-Loss Harvesting

The basics, the benefits and what investors should consider Tax-loss harvesting (TLH) has become an increasingly useful tax management tool for investors. However, a wide variety of factors can have a significant impact on the otherwise straightforward benefits of a...

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