There is no charge for meeting with a financial advisor at Capital Financial Management NC, Inc. We would be happy to look over your current plan and offer you a complimentary portfolio review. Our aim is to listen to you, understand your financial goals, and help you create a comprehensive plan to achieve them.
Capital Financial Management NC, Inc. is an independent investment advisory firm located in Fuquay-Varina serving the state of North Carolina. Our team works for pre- and current retirees just like you who want straight talk and are tired of high fees and low returns.
We can provide some of the most advanced money management strategies available today, as we use separately managed accounts (SMAs) consisting of institutional and exchange-traded funds.
We are a fee-based company that does not charge commissions, regardless of the number of trades for participation in our SMAs. There is just one annual fee for our financial advice and services.
Investment Advisory Services offered through Capital Financial Management NC, Inc., a registered investment advisory firm. Insurance services offered through Capital Consulting Group NC, Inc.
Capital Financial Management
Don Delaria Jr. and the Capital Financial Management NC Team are committed to helping grow and protect your hard-earned retirement assets. In doing so, they focus on staying current with the issues that affect their clients the most.
Don Jr. works with pre-retirees and retirees, helping them tackle the issues that are important to their financial well-being.
Don Jr. and his staff are committed to helping their clients have a solid financial future and added confidence to stay the course toward prosperity. As a team, we assist in helping people reach their financial goals. Don Jr. does this by staying current with issues and concerns that can affect his clients most.
His passion for helping others began when he enlisted in the Air Force. After honorably serving, he began his transition into the financial sector. This transition took place over 32 years ago. He is a licensed Investment Advisor Representative and licensed insurance professional. He is the president of Capital Financial Management NC, Inc. as well as Capital Consulting Group NC, Inc. He has also appeared on Money.com and Fortune.com.
On a personal note, Don Jr. and his wife Patti have been married for thirty-two wonderful years. Together they have two sons, Don III and Sam. Sam is currently pursuing his MBA in finance at the University of North Carolina at Charlotte. Don III is a former enlisted Marine and Afghanistan Veteran. He also heads the insurance department at our sister company, Capital Consulting Group NC, Inc. Don Jr. and Patti currently reside in Fuquay-Varina, N.C.
Please feel free to call Don Jr. for a confidential, no-fee consultation. Together, we can help you have a better retirement.
Amanda Magnum has been a valued member of our team for over five years. In addition to heading up our compliance, Amanda is also a financial advisor who is committed to the financial well-being of our clients.
Amanda maintains her North Carolina Insurance License and has been appointed as a North Carolina Notary Public.
Amanda and her husband, Caleb, have one daughter, Hailey, who just turned five, and they currently reside in Fuquay-Varina.
Please feel free to contact Amanda for a no-obligation financial review or with any insurance needs you may.
Don has been working with his father in the financial industry for most of his life. This sparked his passion for learning and helping others. He strives to constantly educate himself so that he can teach others.
Don took this passion and volunteered for service with the United States Marine Corps. During his service he has had the opportunity to travel extensively throughout the world experiencing many different cultures and people from all walks of life. While in the Marine Corps, Don was deployed to Afghanistan in support of Operation Enduring Freedom.
He has also graduated from Ashford University with honors with a degree in Criminal Justice. He is beginning to pursue his MBA with a concentration in Finance. Don is highly committed to ongoing continuing education as a financial professional.
While developing a customized financial program to meet your needs, we will walk you through our step-by-step process, helping you have added confidence in your decisions.
Once your goals have been established, we make it our mission to tailor appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program, utilizing the following tools and services:
We can help you understand the potential pitfalls that may come with IRA inheritance and develop plans for your required minimum distributions.
Our goal is to help you take hold of your retirement by showing you how to maintain your assets and develop an income plan that can last you a lifetime. There is never a good time to run out of money in your retirement years.
We assist those clients who need to set up various types of trusts, living wills, and power of attorney documents, depending on their individual situations, making sure their assets pass to their intended heirs.
We urge you to forget what you think you know about insurance, and learn how important insurance products can be in setting up a successful estate plan. Find out how to protect your assets and financial well-being with long-term care insurance.
We are a provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard will initiate a specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.
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And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.
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