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 200 years of combined experience, Capstone Financial Group is comprised of professionals who value trustworthy relationships, excellent service, innovation and collaboration. Over the past three years, our practice has evolved to include eight offices—six in Wisconsin and two in Arizona. Our growing team includes more than 12 financial advisors and eight support team members. 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 that planning for the future brings. We are committed to understanding your needs and dreams and look forward to helping you live your best life.