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ABOUT

Why Choose Capital Management Consultants 

Choosing Capital Management Consultants is an easy decision if you want someone that truly cares about your financial welfare. Simply put, we are here for you. You will not get tossed from one department to another when you want to find an answer.

 

With our boutique, personalized approach to our clients, we will be there to answer any questions for you as you meander along this journey called life. In today's fast-paced, AI- influenced world to customer service and investing, it is much harder to find real people working in your best interest. We pride ourselves on being partners of our clients as they navigate anything financial in their lives.

So if you want to leave all the research and analysis about the ever changing economic conditions to a professional, choose CMC. We will stay abreast of the current financial environment and navigate your investment portfolio so you don't have to. If you want someone to discuss your kid's college financial needs or your retirement concerns or whether creating a trust is the way to go, become a client of our firm and you will be treated like family. You do not need to make these difficult decisions on your own. And if you are a small business, we specialize in 401k's and pension funds for you and your employees. 

Our Team
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A WORD ABOUT OUR CULTURE & VALUES

As a financial advisory firm, we hold the values of integrity, transparency, and client-centricity at the core of our operations. We believe in providing unbiased advice and personalized solutions to help our clients achieve their financial goals. Our commitment to these values has earned us the trust and loyalty of our clients over the years. 

Marc Davis, President

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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