Capvest Financial Group is an independent, fee-only financial life planning and investment advisory firm located in Rochester, NY. We provide comprehensive, fee-only services to individuals, small businesses, and non-profit organizations. Our services are available on a one-time, as needed, or on-going basis.

Capvest Financial Group believes that everyone – regardless of their individual income level or organizational size – can benefit from sound, objective financial advice and planning. In order to reach your financial life goals, it is important for you to make a commitment to your personal and business finances. To help you make this commitment, we will serve as your financial “coach”, ensuring that you have a plan to achieve your specific goals and that the plan is implemented and monitored. We firmly believe that working proactively with you will greatly improve your chances of making your financial life goals reality.

WHY CHOOSE US?

• We Are Fee-Only and Independent.  We have no affiliation – or conflict of interest – with any financial institution, brokerage firm, wholesaler or insurance company. You receive unbiased, objective financial advice. You receive service, not sales.

• We Provide Only No-Load (No-Commission) Financial Products.  These products are from reputable financial services companies who consistently deliver quality investment management and shareholder services. You are assured that your investments are in good hands.

• Our Services fees Are Affordable.  Many financial firms and advisors offer “no-fee” or “free” financial planning. In reality, they actually are compensated for such advice by commissions from the products they “sell” for your plan. Our only compensation comes directly from our clients. There are no account minimums or asset management fees

• Our Services Are Diverse, Flexible, Personalized and Responsive.  Your financial plan, whether simple or complex, is customized to fit your specific objectives and financial situation. It is flexible in order to be modified as your financial situation and lifestyle change. We work directly with you as a financial “coach”. We are committed to returning your phone and email correspondence as quickly as possible and certainly within 24 hours. We focus on being your long-term, trusted financial advisor.

• We Listen, Understand, and Stay In Touch. We do not give you quick answers or rush you into a plan that has financial products that are “hot” or “trendy”. We seek to fully understand your unique financial situation and objectives. Only then do we design and implement a financial plan that will help you reach your objectives. The goals we help you set are realistic and achievable. Once your plan is implemented, we are committed to frequent personal communication with you and to the continuous monitoring of your plan’s performance and suitability. 

• Client Education is Important.  Our society has done a poor job in educating the public about personal finance. As our client, you are provided with several resources -seminars, courses, our quarterly newsletter, our website- that keep you informed about your financial plan and the products that are in it. Most importantly, we take the time to carefully explain the basics of your plan so that you are comfortable with it and can make better financial decisions.