Welcome to Capitol Financial Advisors online! We are a team of independent financial advisors that have been helping people establish and maintain their financial goals for more than 25 years.
Founder Charles Brown has built CFA with a passion for excellence, and with an unyielding adherence to three foundational principles:
Uncompromising integrity;
Proactive wealth management; and,
The fostering of long term client relationships.
At CFA we focus on investment advisory services, estate planning and the development of retirement income strategies. Our core mission here at CFA is straight forward and simple:
To provide our clients with comprehensive financial planning, education, and institutional quality investment management, all within a friendly and warm "family office" setting.
If you are not currently acquainted with our firm, this website is a way for you to get to know us, as well as our broker-dealer, Commonwealth Financial Network. If you are an existing client, you can use this website to access your account and to get up to date information about the markets. You can also view useful resources that will empower you to be a more knowledgeable investor.
Much has happened in recent years that has caused investors to lose faith in the financial services industry. Our firm rejected the traditional "Wall Street" model. We chose to work with Commonwealth Financial Network specifically because they are an independent broker-dealer. This means that we remain independent too.
Discover the freedom of working with a firm that answers only to you,
and that acts in your best interest.
Awards & Achievements
Advisors of Capitol Financial Advisors were awarded the 2011 FIVE Star Wealth Manager Award, 2012 FIVE Star Wealth Manager Award, 2013 FIVE Star Wealth Manager Award, and the 2014 FIVE Star Wealth Manager Award.
Five Star Wealth Manager:
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
