We Are…

a multi-disciplinary, holistic financial planning firm with core beliefs in fee-based financial planning, maximum protection, a foundation in permanent insurance and fee-based asset management.


We Believe…

in faithfulness. Wisdom. Gratitude. Diligence. Personal responsibility. Humility.

Find An Advisor

Let us help you find the perfect financial advisor by using our proprietary Advisor Locator Tool©. Utilizing your location and special interests, it will match you up with custom-fit advisors.

Get Started

We Provide…

holistic financial planning counsel and access to investments, permanent life insurance, income protection and retirement plans.


We Promise…

to foster strong, long-term relationships with our clients. We believe this is best accomplished through client-centric advisors with the expertise and character traits that these treasured relationships deserve.

It's a formula that enables us to deliver… A comfortable process – with a peaceful result.

CFG News

14 Questions With Conner Mcleod, Our Newest Financial Services Representative
Where are you from originally? What do you like about it? Born and raised in Memphis, TN. My favorite thing about Memphis is the culture of the south. Growing up here has taught me how to work hard fo … Read More
13 Questions With Chip Cossar, Our Newest Financial Services Professional
We are proud to announce Chip Cossar has joined our group of Financial Service Professionals in our Memphis office. Chip brings a wealth of experience and insight to this role and with access to our b … Read More
Family Owned Businesses Highlighted In Memphis Business Journal Event
Capital Financial Group was a presenting sponsor for the Memphis Business Journal’s event highlighting Family Owned Businesses on Monday August 27th at the Marriott Memphis East. The event … Read More

We Seek…

experienced financial advisors who believe that integrity, honesty and character matter, that providing exemplary service to their clients is paramount, and desire to build a prosperous financial planning practice at a firm with these same core beliefs. If this describes you, we need to talk.

Schedule an appointment with our President/CEO

Get Started