Capstone Financial Solutions, LLC offers a range of institutional services geared to the needs of faith‐based institutions. We work to find the best solutions for your organization.

Investment Solutions
Investment management services aligned to meet your organization’s goals, risk parameters, core values and beliefs.

- Asset Allocation
- Cash Management

Retirement Planning Solutions

IRA Solutions
If you have earned income, you can invest in an IRA. Capstone Financial Soultions, LLC offers a full range of IRA solutions to meet your needs: Traditional IRAs, Roth IRAs and SEP IRAs.

Retirement Asset Consolidation
Consolidate your assets left in a former employer's retirement plan by rolling them into a Capstone Rollover IRA.

Retirement Income Planning
Let us help you prepare for your future by developing a retirement income strategy that considers all of your wealth management goals together with your retirement assets.