Since 1991 Capital Advisors, Ltd. has been serving as an accessible and proactive point-of-contact for our clients'​ wealth management needs to deliver the insight essential for making more informed decisions. We have over 230 years of cumulative experience with an average tenure of 16 years, and a total of 16 industry credentials.

Acting as financial counsel, we are dedicated to the Financial Planning Process, helping business owners and successful families and individuals gain perspective, vision, and discipline while reaching consensus among all of their advisors. This produces a fully integrated and comprehensive look at a client’s financial affairs, well-defined objectives, and mutually agreed upon plans that may help achieve a more successful outcome.

Our investment management strategy finds its roots in the financial planning process as we tailor investment portfolios to meet our client’s specific facts, risk tolerance, strategy preference and where appropriate integrated into CFM Horizon. Additionally, we employ a strategic and tactical approach that helps to minimize emotion and prudently manages assets to increase the probability of meeting a client’s long-term financial goals.

In addition to Cash Flow Modeling and Investment Planning, we offer the following wealth management services to meet our clients’ financial planning needs: Estate Planning, Personal Retirement Planning, Corporate Executive/ Corporate Retirement Planning, Business Succession Planning, Insurance Management, & Private Investment Analysis.

Advisory services offered through Capital Advisors, Ltd., LLC, Capital Analysts, or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Capital Advisors, Ltd., LLC and the above named firms are independent, and non-affiliated. Tax services are not offered through, or supervised by Lincoln Investment, or Capital Analysts. 

Investment Management

Capital Advisors, Ltd.

Mark Ciulla

Neil Waxman

Rob Holub

Zachary Abrams

Melissa Costello

Patrick Hanratty

The Financial Analysis team at Capital Advisors, Ltd. is responsible for conducting in-depth evaluations of clients' financial situations to inform wealth management strategies. They utilize their expertise to construct tailored investment portfolios and provide comprehensive analyses on cash flow modeling, estate planning, and retirement strategies. By integrating insights from various financial disciplines, the team collaborates closely with clients and their advisors to ensure the alignment of financial goals with actionable plans.

Financial Analysis

Leadership Team

Wealth Management

Financial Analysis

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Team members

Other teams at Capital Advisors, Ltd.

Leadership Team

Wealth Management