The Value of Independent Advice
Capital Advisory Group’s goal is to provide you with an objective, unbiased resource that can provide advice based solely on your needs and goals.
We take the time to get to know you, your lifestyle, your family, and your business aspirations. These become the foundation of your financial picture and it is our intention to assist you in simplifying your financial life
WE HELP SIMPLIFY YOUR FINANCIAL LIFE
YOUR GOALS COME FIRST
At Capital Advisory Group, we can help you develop a personal investment strategy that’s specially designed for you. We can provide financial solutions based on your core values and what is truly important to you. Nothing can replace a personal relationship with a trusted advisor who understands your goals and objectives. As your financial advisor, we take the time to get to know you, your core values, and your personal financial goals.
This highly personal approach to managing your financial needs is the same level of service once reserved exclusively for major institutional investors. The service that we provide will reflect what’s most important to you, pinpointing your financial objectives and identifying specific strategies for turning your dreams into realities.
We create strategies that are tailored to your needs and goals. Making the right decisions along life’s journey can be challenging without some clearly defined steps you plan to take to reach your goals. We will help you develop a personal financial program that can help you implement financial decisions that will impact your future.
We offer a thorough financial planning process encompassing objectives setting, portfolio assessment, investment and retirement planning, legacy and wealth management, employee benefits review, education funding, insurance analysis, estate, and tax planning, as well as specialized services.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
The passion of Capital Advisory Group, Inc. is to enable individuals and businesses to manage financial risk. Our goal is to simplify your financial life. We strive to provide the clarity and confidence needed to help our clients make successful, educated, and intelligent financial decisions. Our greatest reward is our client’s trust.
A Team you Can Trust
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
At the Capital Advisory Group, we provide personalized tax strategy and financial planning advice to growing businesses, entrepreneurs, corporations, and individuals. Our team has over 70 years of combined experience. We ensure that you will keep as much of your money in your pocket as possible.
- Industry Experience: 28 Years
- Securities Licenses: Series 6 (Investment Company and Variable Contracts Products Representative), 7 (General Securities), 24 (General Securities Principal), 63 (Uniform Securities Agent State Law), 65 (Uniform Investment Adviser Law)
- Investment Advisor registration in the states of: MO, FL, ID, IL, KS
- Securities registration in the states of: MO, CA, DE, FL, ID, IL, KS, MD
- Insurance License: Life & Health
Margrit majored with a degree in accounting from the University of Missouri-St. Louis. She changed her career path 30 years ago and has Series 63 and 11. She currently assists in our wealth financial planning division of the firm here; she enjoys interacting with clients and building strong client relationships. She strives to help our financial clients reach their goals. Mar enjoys reading, staying fit, and spending time with family.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capital Advisory Group Inc is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting (CPA) firms.
This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).
Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
“Investor Disclosures: https://www.kestrafinancial.com/disclosures”
Fax: (636) 394-0218
119 Old State Road
Ellisville, MO 63021
Series 24, 6, 7, 63, 65