services and solutions for heroes
Our team is committed to empowering everyday heroes like you to achieve their financial goals. We are a trusted partner in safeguarding your investments and driving your organization’s long-term success.
Wealth Management
At Capital Defender Advisors, we believe that everyone is an everyday hero, and our mission is to help you achieve your financial goals, whether it’s retirement planning, college education funding, estate planning, or tax management strategies. As a nationwide wealth management firm, we have the experience, expertise, and commitment to guide you on your journey to financial success. Our four-step, holistic planning process based on a blend of cutting edge technology and common sense provides you with an easy to understand solution based plan that we can implement today.
Qualified Plans
Capital Defender Advisors, a qualified plan expert, is dedicated to helping business owners and their employees achieve financial success through advisory and fiduciary services. Operating nationwide, we pride ourselves on our commitment to researching and planning for tax-deferred savings, creating efficient and compliant plan designs, benchmarking and monitoring investment options, mitigating fiduciary liability, and providing exceptional service and education to plan participants. With Capital Defender Advisors by your side, you can unlock your business’s true potential and secure a brighter financial future for all.
Fiduciary Services
In today’s complex financial landscape, safeguarding your investments and ensuring their optimal performance is more crucial than ever. Capital Defender Advisors is here to help you navigate the intricacies of investment fiduciary responsibilities and empower your future with our expert services. As a nationwide firm, our mission is to provide fiduciary services to business owners, qualified plans, endowments, foundations, corporate investment accounts, and public agencies. Our customized strategies optimize the planning of a balanced portfolio to minimize risk while optimizing the achievement of long-term goals.