Our practice was established in 2009 with two financial advisors who shared a common vision: to do what’s best for the client through comprehensive advice. One person cannot possibly know all the ins and outs of today’s complex financial world, nor can one person cover their own personal blind spots. We believe it takes a collaborative team of talented professionals and a little inspiration, to chart a clear path to financial success.
We believe people achieve their goals when they are dedicated to do so. The problem for many people is there is not a clear connection between their financial goals and the appropriate path to take. This lack of clarity is why we started in the profession of personal financial advice -to help clients plan to realize their life’s passions through clear objective advice.
At Dedicated Capital, we understand what you are looking for, because we listen to you. Our practice and process are adapted directly from client feedback. We welcome you to tell us the story of how you want your financial life to play out, for both you and for the generations to follow. Let us help you and your family see that vision come to life.
Our mission is to empower our clients toward financial freedom by providing clear, personalized advice which creates an invaluable relationship.
Our vision is to inspire and to be dedicated to our client’s personal and professional goals.