CAPTRUST Financial Advisors and Pensionmark Retirement Group have announced a strategic partnership designed to create the financial services industry’s premier platform for retirement plan advisors. The combined firms are expected to serve more than 3,000 institutional clients with over $170 billion of assets under advisement.
Our team started over 25 years ago with a single office and a handful of hardworking, like-minded folks who shared one common goal: to become the premier financial advisory firm in our region. Today, with offices across the country, we're well on our way to becoming one of the nation's top financial advisory firms.
Our success is rooted in the belief that a world class organization is only built "one brick at a time." In keeping with this founding principle, we continuously seek talented individuals with proven track records of excellence. Are you among this elite group? If so, we want to hear from you.
CapFinancial Partners, LLC is an equal opportunity employer and affords equal opportunity to all applicants for all positions without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.