Our Firm

Who is Capital Financial Advisory Group?
We are a personal wealth management firm that integrates all areas of financial analysis to assist our clients in managing the "Critical Financial Events" throughout their lifetime.
We focus on building relationships where our services will add significant and substantial value.  As such, our experience is that we are best suited for investors with portfolios of $100,000 or more.

Why Choose Capital Financial Advisory Group?
Simply put, we deliver investment management in a relaxed and comfortable atmosphere.  We share our clients strong family values and believe communication is the key to shared success.

Investment Management
Managing Principal, Peter J. D'Arruda, specializes in building customized financial portfolios designed to service the unique needs of our diverse clientele, while at the same time delivering outstanding management.  We do not give tax advice and always recommend CPA's to help navigate the challenging tax environment that exists today.

We pay particular attention to the tax ramifications of our planning strategies.  As a result, we can often deliver positive planning results that create tax-favored retirement income and often tax-free withdrawals out of qualified retirement plans like 401(k)s and IRAs.  Learn about a very unique way to minimize your taxes by watching a specialized video on the STRETCH IRA" here:  www.IRAtoGo.com

Specialized Tax Sheltered Defined Benefit Programs
No one does a better job putting a true financial game plan in place that could save business owners money.  Learn more about our specialized business retirement plans.  For an advanced look at how to save $100,000's a year in taxes, go to www.IRAtoGo.com
This website is for information only and is not an offer to sell or invest in securities.  Please refer to all appropriate prospectuses prior to any investment.  Investments can, and do, lose money.

ADV Schedule
Available upon request

Disclaimer:
This website is intended to provide general information about our firm, our services and as a method for contacting us. No information herein shall be construed as an offer to "buy," "purchase" or "sell" a security. We will only render investment advice, recommendations or services after the following conditions have been met:
1. Delivery of our form ADV Part II.
2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter.
Although information and materials contained in this website are gathered from data we believe to be accurate at the time of publishing, it is not guaranteed as to accuracy and is not represented as complete or intended as the primary basis for investment decisions. Information presented herein is not to be construed as advice meeting the particular needs of any investor. All mention of performance is based on historical experience. It should not be assumed that past performance is any indication of future results.

Investment advisory services offered through Capital Financial Advisory Group, LLC, a North Carolina Registered Investment Advisor.   Financial advice is available to North Carolina residents only.  Capital Financial Advisory Group does not give tax or estate planning advice.