Who We Are

CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to plan fiduciaries, executives, and high net-worth individuals. For over 25 years, helping retirement plan sponsors better manage their retirement plans, while improving retirement outcomes for their plans’ participants, has been a primary focus of ours.

CAPTRUST Direct was developed in 2004 as a resource to assist sponsors with the management of their increasingly complex fiduciary responsibilities. If you would like to learn more about CAPTRUST Direct or our firm, please contact us or click the link below to visit our corporate website, www.captrustadvisors.com. We would love to hear from you.