Capstone Financial Advisors

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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25 Years

in Business

(630) 241-0833Call Visit WebsiteVisit Website Map & DirectionsDirections2001 Butterfield Rd Ste 1750Downers Grove, IL 60515 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm
Sat - Sun	Closed

Places Near Downers Grove with Investment Advisory Service

Lombard (6 miles)
Glen Ellyn (6 miles)
Wheaton (7 miles)
Lisle (8 miles)
Oak Brook (9 miles)
Hinsdale (9 miles)
Elmhurst (11 miles)
Carol Stream (12 miles)
Bloomingdale (13 miles)
Addison (14 miles)

More Info

Financial advisors in Downers Grove

General Info: Capstone Financial Advisors is a fee-only personal financial advisory firm in Downers Grove. Our team works with high-net-worth clients. Our wealth management services are centered around you. We've built broad services that are coupled with personalized attention to help you achieve your financial dreams. We want you to feel empowered and confident about your financial decisions. We provide Investment Management, Tax Planning & Preparation, Retirement Planning, Education Planning, Estate Planning, and Risk Management. As a fee-only, personal financial advisory firm, Capstone works with high-net-worth individuals, families, and institutions. Let us put an experienced tax consultant and financial consultant to work for you from our team!
Extra Phones: Fax: (630) 241-0834
Location: Esplanade Tower
Other Link: https://www.capstone-advisors.com/
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investment Management, Investment Securities, Investments, Mutual Funds, Retirement Planning Services

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Phone: (630) 241-0833

Address: 2001 Butterfield Rd Ste 1750, Downers Grove, IL 60515

Website: https://www.capstone-advisors.com/

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Capstone Financial Advisors

Tax Planning
Brian Niksa, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. Since 2009, he has helped guide clients toward their financial goals. Brian uses his industry experience and commitment to clients to create and implement cohesive financial plans, including retirement, estate, and income tax planning.
Charitable Giving
Tax Services
Income Tax
Better Homes & Gardens. In addition to pension income tax, the article talks about other important considerations when deciding on where to move in retirement. Learn more with Capstone Financial Advisors.

Investment Management
A. Usually, clients authorize Capstone to perform certain administrative functions such as security trading and cash management on their investment accounts. This authorization allows us to more efficiently serve your investment management and cash flow needs. You can rest assured knowing that investment objectives are discussed with you prior to any activity.
Mutual Funds
A. As independent, unaffiliated advisors, we do not incorporate proprietary products into our investment planning. This gives us the freedom to choose from a broad field of investments. Most frequently, we use exchange-traded funds and open-end, no-load mutual funds. In many situations, we can use institutional investment managers or closed investment vehicles not usually available to the average investor. Our aim is to build portfolios that are cost-efficient, tax-efficient and customized to suit your investment objectives.
Wealth Management
If you want to truly make a difference in people’s lives, we invite you to consider Capstone. As a Wealth Management professional, your clients trust you with their life goals. You’re part of something bigger than finances.

Cash Flow Analysis
A. The breadth of our services extends well beyond the core areas of financial planning. We also assist our clients with residence and other debt financing, liquidity and cash flow analysis, targeted event planning such as education funding, company benefit and stock option planning, estate administration and small business transactions including organization and exit strategies.

Financial Planning
A. Our goal is to deliver clarity and confidence through every step of the financial planning process. Not only do we analyze your situation and make recommendations, we also take the planning to its next logical phases: implementation and supervision. We make life easier by managing your everyday financial concerns.
Retirement Planning
Planning for retirement shouldn’t be complicated. We’ll walk you through your options – whether you’re an individual looking ahead or a business owner seeking the right plan for employees.
College Funding
Capstone was interviewed on WGN Radio’s “Your Money Matters”, where he discussed Education Planning, including 529 Plans, and answered common questions..
Asset Protection
We offer a full array of risk management services, which include advice on property and casualty insurance, and asset protection structures.

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