Our Qualifications

Why would you choose Capstone Financial Group over another advisor?

We’ve been dedicated to the same work since 1989 here in Northern California – helping business owners and individuals pursue their financial goals; with more than 20 years here in Nevada County. Our clients are what drive us!

As professionals, we are a group of advisors and agents with different backgrounds and one focus: to be the service-oriented people you rely on during periods of tranquility and the storms of life.

We come to the planning table with industry and real life experience; working as business owners ourselves. Our education is ongoing and is reflected in the way we educate our clients. We work to help you assess your own financial goals and participate in the management of your finances. We believe that a team approach to our clients' situations is the best value for everyone.

INTEGRITY  *  SERVICE  *  TRANSPARENCY  *  STEWARDSHIP  *  STABILITY

As individuals, we live by our 5 core values, which benefits both sides of the table and know who we have to answer to. We are choosing to raise our families locally, while working and planning for a lifestyle that aligns with those values.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we develop for you will provide a roadmap outlining your more secure financial future!