CAPTRUST is a leading financial advisory firm dedicated to enriching the lives of clients through comprehensive financial guidance, unwavering integrity, and exceptional service. Established in 1997, CAPTRUST offers tailored investment advisory and fiduciary services to a diverse clientele, including individuals, families, retirement plan sponsors, nonprofits, and government entities. They specialize in retirement planning, wealth management, and risk management, ensuring each client’s unique needs and goals are meticulously addressed.

With a commitment to serving others, CAPTRUST operates under a strict fiduciary standard, placing clients' interests above their own and retaining an impressive client retention rate of 98% since 2010. Their advisors leverage decades of experience and strong industry relationships, providing clients with exceptional resources, insights, and negotiation power. Moreover, CAPTRUST fosters a culture of inclusion and community engagement, actively supporting initiatives that enrich local communities, particularly for children in need. With a vision to be the most valued firm in the independent financial advisory industry, CAPTRUST stands as a trusted partner for financial success.