About Us

Dedicated to Your Success

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.

Independent & Objective

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. 

Privately Owned

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.

Our Strength

Independent But Not Alone

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.

 

Access to Opportunities

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.

Trust

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. 

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. View our Client Relationship Summary here and our Disclosures here.

Capitol Family Office    |   503.897.0236   |   1500 NW Bethany Blvd. Suite 200   Beaverton, OR 97006

Investment Advisory Services and Financial Planning offered through Capitol Family Office, Inc., a registered investment advisor.