About Our Firm
Capital Directions has grown to be one of the leading fee-only, Registered Investment Advisors in the Southeast through one vision: helping our clients succeed.
We were founded with that focus in 1985. As we helped our individual clients achieve their most important financial goals, they also asked for our help with their company retirement plans and we developed an expertise in that area.
Our clients’ involvement with foundations and endowments also led us to extensive experience managing assets for those institutions.
By the late-1990’s, our focus on helping our clients succeed expanded into the creation of a program to help CPAs deliver wealth management and retirement plan solutions to their clients.
Today, we help a broad range of clients succeed through three services:
• Wealth Management – Providing financial leadership for successful professionals and their families.
• Retirement Plans – A better way to do the 401(k).
• Advisor Services – Helping CPAs deliver exceptional wealth management and retirement plan solutions.
Each service is grounded in the vision of helping our clients succeed by understanding their goals and the values that drive those goals; then creating customized strategies to achieve those goals.
Contact us to learn how we can help you succeed.
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