Capstone RIA
@capstoneria.com
Capstone RIA specializes in 401(k) & retirement planning. Our team has worked extensively with 401(k) plans, pension funds, and other retirement plans.
Capstone RIA's Company Logos
Capstone RIA's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#526D98
Kashmir Blue
82, 109, 152
217, 30, 46
46, 28, 0, 40
#1E3B68
Biscay
30, 59, 104
216, 55, 26
71, 43, 0, 59
#FFFFFF
White
255, 255, 255
0, 0, 100
0, 0, 0, 0
About Capstone RIA
Capstone RIA is a registered investment adviser based in Bellingham, Washington, specializing in 401(k), pension, and retirement planning. Its team brings more than 45 years of combined industry experience and works with individuals on employer-sponsored retirement plans, pension funds, stock options, grants, and other deferred compensation. The firm provides transparent, objective financial guidance to help clients understand their benefit options, make informed investment choices, and align retirement savings with their goals and risk tolerance.
Its services include wealth management, risk management, comprehensive retirement analysis, tax management, and education funding. Capstone RIA also offers plan-specific guidance for BP and Hilcorp benefits, including support with 401(k) investment options and contribution strategies. Clients can access financial planning resources such as market commentary, educational materials, risk assessments, and retirement analysis, as well as schedule a consultation.
The firm emphasizes helping employees make the most of available retirement plan opportunities, including employer contributions, while noting that investing involves risk and does not guarantee success
Brand industry
Finance
Company type
Suggest company type
Year founded
Suggest founded year
Company size
Suggest company size
