About Brian Macho

As a Wealth Advisor, I take a holistic approach advising my clients to make financial decisions based on their personal values and multidimensional goals. I aim to develop life-long relationships with each of my clients and their families staying in regular contact to provide them account information and updates. When we put a financial strategy in place, you should feel confident your future needs will be covered. My team at Capital Associates and I are always just a phone call away to help answer your questions and resolve concerns as quick as possible. Call or visit my office to schedule a time for us to connect in person or virtually.


As a Wealth Advisor I have the pleasure of working with individuals, families and businesses to establish a plan that help them build, protect and distribute their wealth by addressing the following:

  • Retirement Planning (Accumulation & Distribution)
  • Investment Management
  • Risk Management & Insurance Planning
  • Tax Planning
  • Estate & Legacy Planning
  • Cash Flow & Debt Payoff Strategies
  • College & Education Planning

Education & Accomplishments

  • Chartered Financial Consultant | ChFC® designation
  • Chartered life underwriter | CLU® designation
  • Fraternal Insurance Counselor | FIC designation
  • FINRA Series 7 License | Series 66 License
  • Life & Health Insurance License in CA | CO | FL | KS | MI | MN | ND | OR | TX | WA | WI
  • BA Marketing and Advertising | University of North Dakota 
Capital Associates

Capital Associates


Team Practice