“We Work in Your Best Interest!”
As a Registered Investment Advisory (RIA) firm, The Capital Advisory Group Advisory Services is committed to the highest standard in financial services: the fiduciary standard of care. This standard requires us to prioritize your interests, provide full and fair disclosure of all relevant information, and strive to avoid any conflicts that could mislead our clients.
According to the SEC, “We have a fundamental obligation to act in our clients’ best interests and provide investment advice in our clients’ best interests. We owe our clients a duty of undivided loyalty and utmost good faith.”*
We hold this fiduciary duty in the highest regard. We work to support your and your family’s financial well-being and are continually seeking ways to improve your financial situation now and in the future.
Our commitment to low-cost investment options means we actively conduct independent research to identify investments with minimized fees, as high fees can negatively impact returns. Using programs from The Center for Fiduciary Studies, we perform peer comparisons and side-by-side evaluations of funds to help optimize your investments.
Our Core Values
Trusted.
We’re committed to being here for you in all aspects of your investments.* Rest assured, your best interests are always our priority.
* Securities offered through United Planners Financial Services, Member FINRA/SIPC
Accessible.
You have our direct cell phone numbers, so you can reach out when you need assistance—not just when it’s convenient for us.
Genuine.
Our team truly loves what we do, and we genuinely care about your concerns, goals, and successes. We’re here to support you every step of the way.
Competent.
We believe in the power of “we” over “I.” With more than 40 years of experience, we’re dedicated to continually improving our skills and finding smarter solutions for our clients.
Caring.
We get to know our clients on a personal level, treating each as part of our family. We celebrate your achievements and are here to support you through challenges.
