Welcome, and thank you for your interest in our firm. We are proud to be a fee-only financial advisory firm serving clients in the Southeast and around the world.
As an independent fee-only firm, we can provide completely objective services and advice to our clients. We are held to a fiduciary standard in every aspect of the advisory relationship, which means our objectivity is not compromised by the lure of commissions or referral fees. We strive to treat every individual with respect, fairness, and integrity. Because of our high standards, we are confident our knowledge, skills, and superior quality services will become evident over time, as well, as your trust in us.
Our services range from one-time consultations to review a clients financial situation to detailed financial planning and investment management. Whatever the scope of the relationship, we seek to provide trustworthy, professional counsel tailored to fit each individuals unique circumstances.
We hope our website will be helpful and informative as you seek financial assistance. If we can help you in any way, please feel free to contact us today.
David S. Hunter
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.