Welcome to Capstone Wealth Advisors!

     Capstone Wealth Advisors is a fee-only wealth advisory firm located in Indianapolis, Indiana. We provide comprehensive financial planning and wealth management services to individuals, business owners and retirees. Our approach is highly personalized to specifically address each client's needs, goals and dreams.

Our Mission: We are called to help our clients realize their life goals through the design, implementation and monitoring of creative, innovative and cost-effective solutions tailored to each clients unique situation.

Our Values: We act at all times with the highest integrity, managing the financial affairs of our clients as if they were our own. We are a fee-only firm; a business model which we believe facilitates objective advice and insures the clients' interest always comes first.

Our Approach: We begin every client relationship with a series of meetings through which we work together to establish realistic goals based on your unique situation. We review your progress and reexamine goals on an ongoing basis to insure continued peace of mind.            

 5875 Castle Creek Parkway, Suite 185
Indianapolis, IN   46250
Phone 317-577-8233    Fax 317-577-8234

Toll-Free (866) 794-8066