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!