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We are prepared to coordinate the activities of all your financial advisors, working on your behalf with your benefits manager, investment broker, insurance agent, estate planner, lawyer, accountant, and banker. We will play as large or small a role with which you are comfortable, or we can simply sit at your side as an independent third party advisor.

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Financial Concierge > Central Point of Contact

4800 Montgomery Lane
Hampden Square m25, Bethesda
Maryland 20814
Phone: (800) 388-2386 or (240) 482-4000
Fax: (240) 482-4001
Email:

This site has been published for residents of AL, AZ, CA, CT, DC, DE, GA, FL, IL, MD, MO, MN, NC, NH, NJ, NY, OH, PA, TX, UT, and VA, WV. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Capital Asset Management Group Inc. are Registered Representatives offering securities through Cambridge Investment Research, Inc. A Broker/Dealer. Member FINRA / SIPC. Licensed administrative associates do not offer securities. Investment advisory licensed associates of Capital Asset Management Group Inc. are Investment Advisor Representatives offering advisory services through Capital Investment Advisors, Inc. A registered investment advisor. Capital Asset Management Group and Capital Investment Advisors are separate and unrelated companies from Cambridge. Investment Adviser Representatives of Capital Investment Advisors may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Advisor representative registration requirements, or an applicable exemption or exclusion.