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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.

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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.

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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

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Capital Financial Group Hosts 2nd Annual African American Advisor Forum
An open forum was conducted on Wednesday May 1st at Ridgeway Country Club in Memphis. There were 15 participants from the Memphis, Nashville, Tupelo, Madison and Jackson offices. The event was a place … Read More
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Nathalie Barreto Joins The Capital Financial Group Team As A Leadership Team Coordinator
We are delighted to announce the addition of Nathalie Barreto to our team! She is one of our Leadership Team Coordinators, serving as support and a liaison to our management team as well as carrying o … Read More
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Capital Financial Group Hosts Women's Advisor Forum
An open forum was conducted on Wednesday April 24th at Ridgeway Country Club in Memphis. There were 11 participants from the Memphis, Nashville, Tupelo, Madison and Jackson offices. The event featured … 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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