You've worked hard to achieve success in your life. Most likely that success has also increased the complexity of your finances. When you consider all of the important decisions you need to make to achieve your goals including; investments, retirement planning, taxes, insurance, estate documents, and company benefits it can be overwhelming. Doesn't it make sense to work with a specialist to gain control of your finances?
Our mission at Capitol Family Office is to help you take back control of your finances and achieve your goals. We do this by taming the complexity in your finances, providing education and access to professional resources, as well as proactive service. In essense becoming the go to resource for all of your important financial decisions and Your Personal CFO.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Have you been looking for a second opinion on your investments, estate plan, tax situation or are you interested in more education regarding your finances? Click on the link below to schedule a consultation to receive a free second opinion.Click Here To Receive A Second Opinion
1500 NW Bethany Blvd. Suite 280 Beaverton, OR 97006
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Financial Advocates Investment Management, a registered investment advisor, DBA Capitol Family Office, and a separate entity from LPL Financial. The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: OR, WA, CA, MT, AZ, CO, NY, OH, HI, ID, FL, AK