What We Do For You

We help you transfer capital from one generation to the next, but realize that you also want to pass along your values

Because It's Your Legacy™

Using intelligence in philanthropic planning helps non-profits and donors come together to effect substantial change

Because It's Your Legacy™

If you want your investments to align with the values you live by every day, our associates can create socially responsible portfolios

Because It's Your Legacy™

What We Don’t Do
At Capital Intelligence Associates what we don’t do may be as important to your financial well-being as what we will do.

Capital Intelligence Associates has:

  • No obligations to investment product manufacturers
  • No proprietary products
  • No cross-sell quotas or home-office directives that may lead to conflicts of interest

What We Do Well
As independent advisors, we focus solely on serving your needs and acting in your best interest at all times. This provides you with the confidence you seek in pursuing your goals and meeting the challenges posed by today’s complex and highly regulated financial landscape.

Capital Intelligence Associates is uniquely positioned to provide you with the unbiased advice and trusted guidance you need. We offer unique insights on actions taking place in the nation’s capital, since one of our founders served as CEO of the largest financial services trade associations in the country and maintains regular contact with legislators and policy makers in Washington, D.C.

Who We Serve

We serve the financial needs of multi-generational families, individuals and business owners seeking specialized knowledge and sophisticated strategies for managing wealth at every stage of their financial lives with particular focus on:

Multi-generational Planning | Philanthropic Planning

Green and Value-based Investing

It’s your legacy. Shouldn’t you be in control?