Why Partner with Capstone?

An experienced practitioner.

Capstone Retirement Group’s primary focus is to strategically align ourselves with plan fiduciaries to assist in defining their organization’s retirement plan goals. We implement efficiencies and processes that are documented to meet global fiduciary standards. Capstone’s ultimate goal is to maximize opportunities for plan participants to achieve their retirement goals.

Why do plan sponsors choose Capstone Retirement Group?

  • We are retirement plan specialists, not generalists.
  • We serve as a 3(21) or 3(38) fiduciary under ERISA through Kestra Advisory Services, LLC that signs on as an Investment Fiduciary, known as a 3(21) fiduciary under ERISA.
  • Our exclusive plan audit and benchmarking service
  • Our proprietary investment selection and evaluation methodology
  • Custom built education programs tailored to the sophistication level of clients
  • Our ability to effectively communicate plan sponsor goals to plan partcipants

About Capstone Retirement Group

Capstone Retirement Group is a professional retirement plan consulting practice. We partner with plan fiduciaries to help identify and implement the optimal retirement plan for their organization.

7777 Leesburg Pike, Ste 401N
Falls Church, VA 22043
Tel: 703.291.8200
Fax: 202.747.5267

Investor Disclosures https://bit.ly/KF-Disclosures

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FINRA’s BrokerCheck

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Capstone Retirement Group is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.