About Us

Growth built on a strong foundation.

Our firm was founded in Atlanta in 1866 and has been steadily growing ever since. Today, it is still our vision to help our clients navigate the complexities of managing wealth.  By providing objective advice and creating comprehensive plans, Capstone Financial is a premier, single-source wealth management firm in Atlanta. Capstone Financial has experienced unprecedented growth and now includes offices in several locations (Atlanta, Albany, Valdosta, and Miami to name a few) and continues to deliver the same customized solutions now as we have since our start.