Saint Francis Capital is an independent Registered Investment Advisor based in Winder, Georgia, serving individuals and families across the United States, including Guam. The firm provides integrated wealth management with a fiduciary approach, focusing on clients’ interests rather than ties to brokerage houses, fund companies, insurers, or financial institutions. Its services include retirement planning, tax strategies, trust planning, estate and legacy planning, and generational wealth preservation.

The firm also advises on 401(k)s and IRAs, defined benefit and defined contribution plans, deferred compensation, long-term disability, early-retirement decisions, and special financial situations. For investments, Saint Francis Capital develops actively managed stock, exchange-traded fund, and fixed-income strategies, and manages risk through a disciplined, rules-based philosophy. Its process begins with an assessment of a client’s current position and future outlook, then builds and monitors a plan, making adjustments when needed.

The firm works with clients from a range of professions, including airline pilots and flight attendants, as well as high-net-worth individuals in other fields