Our Wealth Partnership


Our Process


Our Guiding Principles


Objective Advice From An Independent Fiduciary

A Trusted Partner To Help You Reach Your Goals

Your goals are the driving force behind the financial guidance we offer. As an independent privately-owned advisory firm, we select strategies that we believe are right for you. The Capital Group Fiduciary Advisors, LLC (CGFA) is a boutique firm offering bespoke wealth management solutions. We are more than your wealth manager, we are your partner. We pride ourselves on building long-lasting relationships based on trust, offering an unparalled level of personal service. Our business model is aligned with your best interests. As a fiduciary, we act in a way that above all else, is always legal and ethical. Our financial success is based solely on your success. Our advice spans the broad range of financial issues:

  • Portfolio policyconstruction and rebalancing
  • Retirement fund accumulation and withdrawal
  • Tax minimization
  • Funding college and other major expenses
  • Estate planning and trust management
  • Long-term care and home-care insurance
  • Life insurance