Capital Directions, LLC Email Format

Financial ServicesGeorgia, United States11-50 Employees

Capital Directions, LLC operates in financial services with a focus on wealth management for successful professionals and their families. The firm also provides coaching and third-party asset management services to about 20 CPA and RIA firms across the Southeast. Based in Atlanta, Georgia, it is regarded as one of the larger wealth management practices in the metro area.

With a client-first operating philosophy, the firm emphasizes prioritizing clients' interests and recognizing each team member's contribution while pursuing profitability. Schwab Institutional has recognized Capital Directions for growth and effective management over the past decade. In 2023 the firm was acquired by Savant Wealth Management.

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