If you're serious about your financial future, we're serious about helping you.

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.

As a Registered Investment Advisor, we can provide some of the most dynamic and advanced money management strategies available today, utilizing portfolio strategies and software to monitor your accounts and alert you if action needs to be taken.

We are a fee-based company that does not charge commissions, regardless of the number of trades in our actively managed portfolios. There’s 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.

Ready to start planning your future?
  • Sign up for a complimentary consultation and book.