WHO WE ARE
About Prime Capital Financial
Hi. We’re Prime Capital Financial.
We’re an independent financial services firm guided by a vision — to help our clients’ dreams become greater than before.
We are proud to provide a wide range of top-tier solutions ranging from personalized financial planning to retirement consulting, tax planning, risk management and beyond. We can’t wait to provide you with the financial freedom you need and the peace of mind you deserve.
Team of Excellence
Prime Capital Financial is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. As a diverse team of financial advisors, each of us offers a specialized focus and unique perspective to our clients to help them achieve their life’s ambitions. We are each deeply committed to providing you with the best possible service in a synergistic atmosphere of excellence.
What We Do
Financial success looks different for everyone. Prime Capital Financial has built a team that is both curious and nimble enough to address the unique needs of each client, offering innovative solutions coupled with time-tested, fundamental strategies.
So what does that mean for you? We serve as a trusted partner to a range of clients who seek to achieve everything from funding a child’s education to reaching that hard-earned, comfortable retirement or even establishing a multi-generational wealth plan that is built to last. Whatever your life’s ambitions, we are dedicated to helping you finance your passions and lifestyle for the long term.
We are fiercely committed to our clients’ financial success. And we’ve got skin in the game, because we only grow as an organization when our clients prosper. Period.
Wealth Management
We believe in exceptional service for every client, regardless of where they are in their financial journey. We offer a right-sized suite of services based on the unique needs of the client and the goals they are striving to achieve. From funding a college education to retirement planning, estate planning and family office services, we have the sophistication to work with clients of nearly any size at every stage of their lives.
Retirement Consulting
Fiduciaries should be driven by the needs of their plan participants. Through Prime Capital Retirement, we offer a comprehensive fiduciary consulting approach. Our team thinks differently. We are built to serve and make a real difference in the lives of our plan sponsors and participants.
Financial Wellness
By coupling personalized financial coaching with engaging technology, our Prime Capital Wellness team provides an effective way to deliver financial wellness education that empowers employees to gain control of their financial future.
Let’s schedule a conversation
Contact us to schedule a quick 30-minute conversation with us so we can get a better understanding of where you are right now.
From there, we can make a detailed plan based on your needs.