copy and paste this google map to your website or blog!
Press copy button and paste into your blog or website.
(Please switch to 'HTML' mode when posting into your blog. Examples: WordPress Example, Blogger Example)
Input Form:Deal with this potential dealer,buyer,seller,supplier,manufacturer,exporter,importer
(Any information to deal,buy, sell, quote for products or service)
Our Team - Capital Advisors Our Team Is Principled We have over 68 team members servicing our clients and looking out for their best financial interests Our advisors are committed to you, building your trust and ensuring you get the right strategy, plan, portfolio and attention that serves you best
Contact Us - Capital Advisors Capital Advisors Office Locations This map was made with Google My Maps Create your own
Financial Planning - Capital Advisors Our holistic, customized plans begin by understanding all aspects of a client’s financial life Through detailed discussions and collaboration, we help our clients quantify aspirations and build an actionable plan to achieve their short-term and long-term goals
Fact Sheets - Capital Advisors Measuring the health and trajectory of your investments is important to us; you having the visibility of our performance is important to you We believe in transparency with our data which is why we will always have our investment growth performance available for you to read
Eric Cannon - Capital Advisors Kelcy has been with Capital Advisors since 2018 and manages a team of CFP® professionals, CPA, and estate planning attorneys The planning team prides itself on a comprehensive approach to financial planning and navigating clients through life’s many phases
Investment Strategy - Capital Advisors At Capital Advisors we use a multi-layer risk management process that allows us to take diversification one step further Our goal is to produce a customized, risk-focused investment portfolio
Sean Hennessee, JD - Capital Advisors Sean focuses on estate planning within our financial planning team He is a Tulsa native who attended the University of Tulsa where he earned a Bachelor of Science in Business Administration, a Master’s in Business Administration, a Master’s in Taxation and a Juris Doctor After graduating from law school in 2006, Sean practiced law in the areas of tax and business planning in Fort Worth
George Haas, CFP®, CIMA®, ChFC® - Capital Advisors Your advisors serve as your primary point of contact They specialize in wealth and investment management and are dedicated to delivering an exceptional client experience
Form ADV Part 2A Investment Adviser Brochure Capital Advisors receives client referrals from Charles Schwab Co Inc (Schwab) through Capital Advisors’ participation in Schwab Advisor Network (the Service) which is designed to help investors find an independent investment advisor