About Us

We provide you with a positive, enriching experience by taking the time to fully understand your life’s journey and your dreams for your financial future.

Founded in 1985, Capital Directions began with one simple goal: to lead clients to a better way of investing.

By applying a strategic philosophy that is grounded in academic research and investment science, we’ve built our reputation for sound financial guidance.

Our success has followed the same arc as our clients’ success, with our expansion beyond private wealth management into the management of retirement plans for employers, as well as foundations and endowments for non-profits.

Through a disciplined focus on prudent processes and operational efficiencies, we’ve also been able to offer strategic support to other independent investment advisors. Our advisor services program frees advisors to spend more time with clients and less time on time-consuming tasks like portfolio design, trading and performance reporting.

In all three areas of our business, the goal remains the same as it was in 1985: to lead clients to a better way of investing.

Contact Us today to learn how we can help you.

From the beginning, we’ve wanted Capital Directions to be different from other firms.
Click here to learn more about The CD Way.

Our Team

The Capital Directions team combines expertise, experience and caring to always put our clients’ interests first.

Meet our Leadership

Meet our Team