Capital Performance Advisors was founded because our clients deserve a full-circle level of care to achieve their professional and personal lifetime goals.

We operate as a fee-only Registered Investment Advisor firm, which offers several advantages. As a fiduciary, our mission and legal obligation is to always serve your highest interests.  Transparent costs help you routinely verify that what you see is what you get for your money. The arrangement also strengthens our sole commitment to you, by eliminating the outside influences of a commission-based environment.

Our affiliated firm, Thomas, Wirig Doll and Company, CPAs, offers premium tax preparation and accounting services for start-up and seasoned dental and medical practices and other professionals. Capital Performance completes that circle by providing  the same level of meticulous care for our clients’ broader financial needs, including personal and institutional wealth management, as well as tax, estate and retirement planning.

Contact us today to begin your discovery.