(800) 388-2386
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Our Services

At Capital Asset Management Group, you will have a trusted, independent, and objective advisor to help you develop and implement a financial strategy to address long-term issues, monitor your success, and reassess and revise your plan as necessary. Through our affiliated companies and relationships with securities licensed associates, we develop custom-tailored solutions to your financial and wealth management needs:

Independent financial advice
Estate & legacy planning
Brokerage Services
Advisory services for your portfolio
Insurance
Consolidated Account Services
Retirement Planning
Financial Education Programs
A trusted, independent, and objective one-stop advisor
Personalized financial website
Bill paying & budget services
Accounting service, oversight, and advice
Quarterly reviews

Investment Advisory Services

Planning for Financial Independence

YOUR FINANCIAL PLAN SHOULD ENABLE YOUR GOALS - NOT DEFINE THEM

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.