A Registered Investment Advisor Since 1993
A Registered Investment Advisor Since 1993 

A Referral-Based Clientele

Our clients come from many walks of life.  They are business entrepreneurs, executives, professionals, and retirees. 


Our clients are our primary advocates.  We have built our clientele from the referrals of our existing clients, accountants and attorneys.


Our clients have sought our professional help with their finances so they can spend their time on what they love the most.




We accept new clients thoughtfully with the desire and expectation that they will be clients for life.


Our clients look to us as a partner in helping them reach their goals and to build a better life for themselves and their families. 

investment advisor, adviser, financial consultant, financial planner, estate planner, stockbroker, CFP, MBA, registered investment advisor, RIA, independent, financial advisor, Merrill Lynch, Morgan Stanley, UBS, wirehouse, insurance agent, stocks bonds mutual funds exchange traded funds, IRA Rollover, investment portfolio, investment management, wealth management, wealth advisor, retirement planning, estate planning, college funding

Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458



937 299-9111


You can also use our secure contact form.

Client Newsletter

Sign up to have our quarterly newsletter emailed to you. 


Newsletter Sign Up


Client Account Login

Log into your TradePMR brokerage account.

Print Print | Sitemap
© Capital Portfolio Advisors, Inc.

This website was created using 1&1 IONOS MyWebsite.