Back to Search Favorites List

Capstone Financial Advisors Inc.

Capstone Financial Advisors is an SEC registered, fee-only RIA that provides comprehensive financial planning. Capstone's service offering also includes investment management, income tax return preparation, and tax planning. The firm is 100% employee-owned and has close to 35 employees. Capstone was founded back in 1999 and has office locations in Downers Grove, IL and Brentwood, TN. The firm services clients across 30+ states and specializes in the high-net-worth space.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Nic Reed, CFP®
NAPFA-Registered Financial Advisor
📖Multiple Locations
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

2001 Butterfield Rd Suite 1750 Downers Grove, IL 60515 Phone: (630) 241-0833

Primary Office

8 Cadillac Drive Suite 3039 Brentwood, TN 37027 Phone: (630) 241-0833
View

Other Offices

2001 Butterfield Rd Suite 1750 Downers Grove, IL 60515 Phone: (630) 241-0833