Capital Financial Advisor

At Capital Financial Advisors of New York, LLC, we are dedicated to providing the highest quality Fee-Only financial planning and investment management services to individuals, business owners, and professionals in the Capital District of Upstate New York. Our team of experienced and credentialed advisors has many decades of diverse experience in financial planning and investment management, and we are committed to helping our clients achieve their personal and financial goals.

Our Philosophy

We believe that every client is unique, and every financial plan should be tailored to what you need. Our approach is centered on objectivity, trust, and experience. As fee-only advisors, we have no conflicts of interest and are not affiliated with any investment or insurance companies. We are compensated only for our knowledge, experience, and guidance, ensuring that our clients' interests are always put first. Our fiduciary duty requires us to act with undivided loyalty to our clients, putting their interests ahead of all else.

Our Services

We offer a comprehensive range of services designed to help our clients achieve their financial objectives. Our services include:

• Wealth Management: We develop personalized financial plans that take into account all aspects of your finances and lifestyle objectives.
• Business Owner Services: We provide customized financial planning and investment management services to business owners, helping them to achieve their personal and business goals.
• Retirement Planning: We help individuals and professionals plan for a secure and comfortable retirement.
• Investment Management: We provide expert investment management services, helping our clients to grow and preserve their wealth.

Our Commitment

At Capital Financial Advisors of New York, LLC, we are committed to building long-term relationships with our clients. We work closely with our clients, providing personalized attention and guidance every step of the way. Our team of experienced advisors has the expertise and knowledge to help our clients navigate the complex world of finance, and we are dedicated to helping our clients achieve their goals.