The Capital Advisory Group, LLC. Employee Directory

Financial ServicesMinnesota, United States2-10 Employees

The Capital Advisory Group is a high net worth and 401(k asset manager that helps guide wealth accumulation and asset management. Our team helps executives, retirees, and business owners with financial planning, asset management, tax guidance, risk mitigation, and estate planning. We help clients create wealth by analyzing income; cash flow and taxes with the goal of each becoming great savers. We scrutinize what can possibly derail the plan. Finally, we help clients grow into investors with realistic expectations, strategies to reduce the impact of market downturns, and plans to meet their future income and asset objectives.

Our 401(k) Capital Advisory Group provides independent advisory services for retirement plans and pensions. We have assembled a qualified team of accountants, 401(k) specialists, attorneys, and financial advisors to review, manage and monitor investments on an individual basis.

Our goal is to become your “personalized Chief Financial Officer.” The philosophy we have is to take three decades of client and personal financial experiences and to apply workable solutions to help better manage your financial needs. We are an independent group with no proprietary investment products or sales quotas.

We are a fee-for-service advisor.  We have found that just commission-based asset management can be an obstacle which may not always work in your best interests.

Our approach rewards us over time, where we have to earn our relationships every day. Because our fee-based compensation increases only if portfolios grow, our interests are aligned with yours. We focus on financial objectives and your future growth.

Securities offered through Investors Capital Corp. 800-949-1422 member FINRA/SIPC, 6 Kimball Lane, Lynnfield, MA 01940. Advisory Services offered through The Capital Advisory Group, LLC 5270 W. 84th St., S. 310, Bloomington, MN 55457, 952-831-8243, an independent registered investment advisor, not affiliated with Investors Capital Corp.

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