Our story

Capstone Financial Group was launched in March 2020 by four long-term financial advisors who are also good friends. Our practice was created to improve the client experience and offer more comprehensive dedicated planning services. One of our specialties is serving clients in the “retirement red zone,” which includes those who plan to retire within the next five years or have retired within the past twenty years.

With more than 100 years of combined experience, Capstone Financial Group is comprised of professionals who value trustworthy relationships, innovation and collaboration. Over the past few years, our practice has evolved to include five offices—four in Wisconsin and one in Arizona. Our growing team includes seven financial advisors. We are proud to serve more than 1,800 client households in 21 states.

No matter your stage in life, you can depend on us to help you navigate the complex choices and challenges planning for the future brings. We are committed to understanding your needs and dreams and look forward to helping you "live your best life".