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Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments, and comprehensive wealth planning services to executives and high-net-worth individuals.

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Leadership Team

Financial Advisors

Akron, OH

Allentown, PA

Atlanta - Buckhead

Atlanta - Perimeter

Austin, TX

Bethlehem, PA

Birmingham, AL

Boston, MA

Charlotte, NC

Cincinnati, OH

Clarkston, MI

Columbia, MO

Dallas, TX

Dayton, OH

Des Moines, IA

Doylestown, PA

Green, OH

Greensboro, NC

Greenwich, CT

Harrisonburg, VA

Hollywood, FL

Houston, TX

Jackson, MS

Lake Mary, FL

Lexington, VA

Los Angeles, CA

Lynchburg, VA

Minneapolis, MN

Nashville, TN

New York - Downtown

New York - Lake Success

New York - Port Washington

Portland, ME

Raleigh, NC

Richmond, VA

Riverside, CA

Roanoke, VA

Salt Lake City, UT

San Ramon, CA

Santa Barbara, CA

Tampa, FL

Washington, DC

West Hollywood, CA

Consulting Research

Business Operations

Advisor Group

Recognition

Recognition

CAPTRUST’s Wes Collins on Financial Wellness at Work

PLANSPONSOR recently published an article written by Wes Collins, senior manager of participant advice services at CAPTRUST. Collins explains that plan sponsors should consider educational programs that help their workers understand what financial wellness looks like at different ages and career stages.

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