We are a team of professionals dedicated to your success and have been recognized by our clients and peers as a true resource over the years. Although we don't like to brag it's nice to know you think the world of us.
Are you tired of the Wall Street scandels? We are. In fact, we decided to open Capitol Family Office because we wanted to be a trusted advisor and felt that the big firm models were diseased. The ability to act in a fiduciary capacity and do what is in each client's best interest was at the heart of our decision to go independent.
It's refreshing to work with people who are like minded and as passionate about your success as you are. That's something you get when you work with a firm that isn't constantly trying to appease outside shareholders who are only interested in the numbers.
We are an independent firm with the resources and backing of LPL Financial the nation's leading independent broker/dealer*. As reported by Financial Planning magazine, June 1996 - 2013, based on total revenue. Although we use LPL Financial as our main custodian we have also negotiated access to Fidelity, Chales Schwab, and TD Ameritrade in special circumstances for clients.
Working with LPL Financial and having access to Charles Schwab, Fidelity, and TD Ameritrade allows us to provide clients with time saving technology, vast resources, and access to specialized services and products.
Our pledge to you is to act only in your best interests and provide objective advice as well as a transparent firm. We do this in a number of ways including acting in a fiduciary capacity and using independent, third party oversight and custody of assets.
Capitol Family Office 1500 NW Bethany Blvd. Suite 280 Beaverton, OR 97006
Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Capitol Family Office, a registered investment advisor. Financial Advocates Investment Management and Capitol Family Office are separate entities.