The Capital Advisory Group pools their talents to create and manage clients’ financial plans. Brett Machtig and his partners focus on minimizing clients’ taxes, increasing their savings, managing their assets and reviewing their estate issues.
Trusted, Accessible, Genuine, Competent, Caring
The Capital Advisory Group is an award-winning Registered Investment Advisory firm that handles approximately 79 institutional retirement plans and serves hundreds of retired families & business owners, addressing nearly every aspect of asset management, tax planning and estate structure.
You need an advisor that’s available on your terms. We live in a society that’s ever-changing and rapid-paced. Decisions are made quickly. Can you really wait until next week to meet with your financial advisor? The Capital Advisory Group understands that some financial decisions can’t wait a week. You need answers fast.
Our Firm quietly manages $361 million for 83 institutions and 850 families. We are dedicated to helping successful professionals, retirees & business owners achieve, grow, sustain and protect wealth. We pride ourselves on being client-centered, award-winning, and Minnesota-based.
We utilize cutting-edge technology to help you stay in control of your collective financial picture and promote salient methods for reaching your goals. We understand that offering a competitive and truly beneficial retirement plan for employees is vital to a company’s ability to retain valuable talent.
“Our mission is simple, to provide personalized investment advice that helps minimize your financial concerns and maximizes your asset protection.”
The Capital Advisory Group is an asset manager that helps guide wealth accumulation and management. Our team helps executives, retirees, and business owners with financial planning, asset management, tax guidance, risk mitigation, and estate planning. We help clients create wealth by analyzing income; cash flow and taxes with the goal of each becoming great savers. We scrutinize what can possibly derail the plan. Finally, we help clients grow into investors with realistic expectations, strategies to reduce the impact of market downturns, and plans to meet their future income and asset objectives.
Meet our Founder Brett and our Client Bill
Our 401(k) Capital Advisory Group provides independent advisory services for retirement plans and pensions. We have assembled a qualified team of accountants, 401(k) specialists, business valuation consultants, attorneys, insurance specialists, & investment professionals to review, manage and monitor investments on an individual basis.