Welcome Video


Financial Independence as You Define It

At Capital Asset Management Group (CAMG), we collaborate with our clients to implement and nurture strategic financial plans developed through our learning center, the Institute for Financial Independence. Privately owned and independent, we offer comprehensive forward thinking and unconventional advice though the Integrated Independence Method financial planning process. At CAMG, you will have a trusted, independent, and objective advisor to develop and facilitate a financial strategy who addresses your specific goals, monitors your success, and revises your plan along your path to financial independence.

Why CAPITAL Asset Management Group?

    1. We believe it's not about the money, it's about the purpose of money in your life.
    2. We believe financial planning needs to be simpler and more effectively communicated.
    3. We believe that the majority of financial advisors care; however, they are trained and compensated by the companies they represent in an effort to make money for the companies they represent.
    4. We believe that the most important aspect of financial planning is educating investors about strategies that the financial industry utilizes but does not communicate to the public. 
    5. We believe that in financial planning, as in life, there is always another perspective to consider. 
    6. We believe that for financial planning to be effective it must focus on each individual's human behavior.
    7. We believe that through education and goal oriented, result driven, planning we can provide the confidence and strategies necessary for people to attain financial independence no matter where they are in life. 

And most of all...

  1. CAPITAL Asset Management Group and the network of IFI Advisors learn what really matters in financial planning from the CLIENTS that they work for!

Learn More About Our Process

Our approach is to develop your financial strategy first by understanding who you are. Once we can articulate a strategy that fulfills your goals and objectives, we can then focus investment opportunities and the products and services that will foster financial independence.

our process
More About Our Process »