Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina, South Carolina and Georgia.

The firm's reputation is based on the strong relationships formed with clients in combination with a commitment to service excellence. 

Capitol Financial Solutions provides clients with a dynamic opportunity encompassing value-added support services, an open architecture of financial services offerings, and a strong, ever-growing team of financial professionals.  To learn more, visit www.capfs.com


Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

Insurance

Investment Management

Retirement

Risk & Compliance

Capitol Financial Solutions

Capitol Financial Solutions' headquarters in Raleigh, NC, United States

Robert Turner

Robert Turner Clu, Chfc, Aif

Paula Ledbetter

Chessie Ralston

The Client Services and Financial Planning team at Capitol Financial Solutions focuses on developing personalized financial strategies and providing exceptional support to clients. This team works collaboratively to assess clients' financial goals, create tailored financial plans, and offer ongoing service to ensure clients' needs are consistently met. Team members include financial planners, registered representatives, and client service personnel, all dedicated to building and maintaining strong client relationships through expertise and commitment to service excellence.

Client Services and Financial Planning

The Leadership Team at Capitol Financial Solutions is responsible for setting the strategic direction and vision of the firm, overseeing operations, and ensuring the delivery of exceptional service to clients. Comprising the CEO and Chief Marketing Officer, the team makes high-level decisions that drive growth, enhance client relationships, and maintain the company's commitment to service excellence.

Leadership Team

The Operations & Office Management team at Capitol Financial Solutions is responsible for ensuring the efficient functioning of the firm's daily operations and administrative activities. This team manages the office environment, oversees administrative support, and streamlines workflows to enhance productivity. They play a critical role in supporting the firm's financial professionals and maintaining high standards of service excellence and client relationships.

Capitol Financial Solutions

Org chart

Teams

Client Services and Financial Planning

Leadership Team

Operations & Office Management

Offices

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