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.

Learn More   about our Private Wealth Management Services.

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.

Learn More  > about our Retirement Plan Services

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.

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Capital Ideas

Why Your College Refund Check May Be Taxable

Why Your College Refund Check May Be Taxable

Michael Bork, CFP® | Associate Advisor Amidst the widespread impacts of COVID-19, the mass closure of colleges, universities and private secondary schools may create some unexpected tax consequences for students and their parents after receiving partial refunds for...

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First Quarter 2020 Letter to Clients

First Quarter 2020 Letter to Clients

How fast the world can change. On February 12, the Dow Jones Industrial Average closed at an all-time high of 29,551. At that time, the economy was humming, corporate earnings were rising and unemployment was at lows last seen during the mid-1950s. While global health...

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CARES Act and Opportunities for Businesses and Individuals

CARES Act and Opportunities for Businesses and Individuals

CARES Act and Opportunities for Clients President Trump signed the Coronavirus Aid, Relief, and Economic Security Act (“CARES”). CARES is a stimulus bill to provide emergency assistance for individuals, families and businesses affected by the Coronavirus pandemic. The...

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