The Reasoning Behind FCA

Family Capital Advisors is the culmination of 18 years of working in the financial advisory business and 6 years of working in the corporate world. Starting from a corporate prospective and later transitioning into the brokerage world, we quickly found these business models did not necessarily prioritize client relationships, but instead stressed productivity. We knew there was a better way to be a trusted advisor for our clients.

The vision for Family Capital Advisors is focused on the principal that a financial advisor must learn and consider all financial matters that face his or her clients – investments, insurance, estate planning, monthly expenditures, taxes, debt, retirement, emergencies, etc. We know financial plans can only be furnished after consideration of all financial aspects of a client’s life. Being a CERTIFIED FINANCIAL PLANNER, we have knowledge in all of these areas to assist our clients with every financial planning need.

We believe to truly be a trusted advisor; we must be confident in the decisions we make with our clients. That confidence comes from our approach to financial strategy. We are very confident in our methodology because we follow it in our own lives. When managing assets which our clients have worked their entire life to earn, we have a great responsibility to protect those assets. Our clients should expect nothing less than us practicing what we preach. In fact, just ask to see our credit score and we are happy to show you.

Trust and transparency are tantamount in an advisor-client relationship. We are amazed that no potential client has ever asked to see our finances. We do not deal in perceptions but financial reality. As such, Family Capital Advisor's managing director and portfolio manager, Summer Roberts and I have built a close, personal relationship with our clients. They trust us and we are open with them. Most of our clients stay with us from generation to generation.

Whether you are a prospective client, an advisor looking to work in a pleasant environment or a retiring advisor looking to transfer his or her business to a company who will protect your quality of service, welcome. We look forward to getting to know you.

James C. Bridges | Managing Principal