About Our Firm

Capital Directions is a wealth management firm. In effect, we act as the personal CFO for our clients. We engage our clients in our proprietary, consultative Discovery Process to learn their specific needs and desires related to their wealth, including asset management, estate planning, asset protection and charitable giving. We then coordinate with our Expert Team that includes some of the Atlanta area’s most accomplished estate planning attorneys, accountants and insurance experts to craft a plan that meets those needs and desires. For more information about our Wealth Management services, please visit Services for Individuals.

Capital Directions also has two other programs:

• The Partners+Program, a turnkey asset-management program in which we provide portfolio management, trading, reporting, and asset-gathering support to some of the Southeast’s leading CPA firms that offer investment advisory services to their clients.

• The Advisors Access 401k, an investment advisory program for 401(k) plans in which we serve as a fiduciary to the plan and provide managed portfolios and one-on-one advice to the plan’s participants.

Capital Directions is a fee-only, Registered Investment Advisor with more than $750 million in assets under management. We do not accept commissions and do not receive any compensation from the investments we recommend, assuring that we share the same goal as our clients: To protect their wealth from unnecessary risk, and to grow it prudently in accordance with their needs.

Capital Ideas

Visit our commentary section for our take on a variety of finance-related topics.

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