Welcome!

Welcome to Capital Portfolio Advisors, Inc., an independent financial advisory firm based in Dayton, Ohio.  We help our clients realize their retirement dreams, send children to college, protect loved ones from financial risks, minimize taxes, manage risk and build wealth.

Capital Portfolio Advisors, Inc. is designed for the investor who is looking for the personal attention of a small independent firm yet with vast access to the financial markets.

Our mission is to provide personal, caring and knowledgeable advice to help you clarify goals and realize dreams.  We'll sit down with you and really get to know who you are and where you want to be.  Whether we design a comprehensive plan for you or address a specific need, as our client, you have someone to help you get on track, answer your questions, discuss your concerns, and guide you through the phases of your financial life. 

 

 

 

 

 


 

    

 
3131 S. Dixie Drive, Suite 105
Dayton, OH   45439
Phone 937-299-9111     Fax 888-239-5046
dennis@capitalportadv.com

Capital Portfolio Advisors, Inc. (CPAI) is a registered investment advisor with the Securities Exchange Commission under the Investment Adviser Act of 1940.  CPAI does not provide personal financial advice via this website.  CPAI's website is limited to the dissemination of general information pertaining to its investment advisory services.  This website is believed to provide accurate and authoritative information in regards to the subject matter covered.  The accuracy of the information is not guaranteed and is provided with the understanding that we are not rendering legal, accounting, tax, or other professional services.  The presence of this web site shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any state in which CPAI is not currently authorized to do so.  CPAI may only transact business in those states in which it is licensed, or qualifies for an exemption or exclusion from licensing requirements.  Form ADV Part II, which details the business practices, services offered, and related fees of CPAI, is available upon request.           
©2010 Capital Portfolio Advisors, Inc. All rights reserved.