Financial Advisors
Apex, NC
Capital Financial Advisory Group, founded by Pete D'Arruda (MRFC, RICP), is an independent fiduciary financial advisory firm specializing in comprehensive retirement planning, investment management, and wealth strategies for affluent clients. With over three decades of experience, they serve pre-retirees and retirees with $100,000+ in savings through personalized financial planning that addresses retirement income, tax optimization, estate planning, and risk management. Known for their transparent, client-focused approach and educational content, they operate multiple offices across the Southeast and are recognized for their commitment to clear communication and fiduciary standards.
Ideal for: Affluent pre-retirees and retirees with $100,000+ in savings, high-net-worth individuals seeking tax optimization, families wanting fiduciary-based advice, business owners planning succession and legacy strategies
Service area: Apex, Raleigh, and surrounding North Carolina areas, with additional offices in Scottsdale, Las Vegas, Myrtle Beach, and Wilmington
Independent Fiduciary Model: As an independent firm operating under fiduciary standards, Capital Financial prioritizes client interests over commissions and provides transparent, personalized advice without conflicts of interest.
Founder Expertise & Media Presence: Founded by Pete D'Arruda, a best-selling author and former 2-time President of the International Association of Registered Financial Consultants, the firm offers evidence-based strategies taught through radio shows, podcasts, and educational content.
Comprehensive Retirement Focus: They specialize in helping clients generate adequate lifetime retirement income through integrated strategies covering investments, taxes, estate planning, and risk management tailored to individual goals.
Address: 1500 Town Side Dr #201, Apex, NC 27502
Phone: (919) 657-4201
Website: capitalfinancialusa.com
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