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 Wealth Management team at Capital Advisors, Ltd. provides tailored financial counsel to business owners and successful individuals, guiding them through the Financial Planning Process. With expertise in investment management, estate planning, and retirement strategies, the team develops comprehensive plans that align with clients' unique goals and risk tolerances. By fostering collaboration among all advisors, they ensure a holistic approach to managing and growing clients' wealth, ultimately enhancing their long-term financial success.

Wealth Management

Financial Analysis

Leadership Team

Wealth Management

About

Team members

Other teams at Capital Advisors, Ltd.

Financial Analysis

Leadership Team