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.

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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

Capital Financial Group's Ridgeland Office Moves To Madison, Ms
March 11, 2019 – Capital Financial Group’s Ridgeland, Mississippi office moved to the nearby Madison area. Now located at 124 One Madison Plaza, Suite 2200, Madison, MS 39110, the employee … Read More
10 Questions With Chloe Clark, Our Newest Financial Services Professional
We are pleased to announce that Chloe Clark has joined our group of Financial Services Professionals in our Brentwood office! Chloe brings a wealth of experience and insight to this role and with acce … Read More
Holiday Drive Brings In Over 2100 Items For The Martha O'bryan Center
The team at Capital Financial Group just finished their annual holiday drive for items most requested by the Martha O’Bryan Center. This year over 2100 total items were donated including baby wi … 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

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