OUR DIFFERENCE
At Correll Capital, our elite group of financial planners and investment strategists are highly regarded for their prestigious industry certifications and extensive expertise. Our dedication to providing exceptional service drives us to continuously improve and maintain our industry-leading skills and knowledge.
At Correll Capital, we cater to an exclusive client base. Our team is highly skilled and dedicated to addressing the changing needs of our discerning clientele. Our clients demand personalized attention, and we understand that their time is valuable. That's why we conduct thorough interviews to ensure that we are the right fit for each other. Our focus is on building lasting relationships that span generations, and we take pride in our ability to provide individualized guidance.
We understand that our clients have evolved beyond needing generic service and recommendations.
Exclusivity
Not all advice is of equal value.
Expertise
At Correll Capital, we understand that the terms "financial advisor" and "financial planner" are often used loosely in the industry. However, we believe that the criteria for holding these titles should be more stringent. The quality of advice provided in the market can vary greatly and we hold our advisors to a higher standard to ensure our clients receive the best guidance possible. We also have a proven track record of collaborating with external CPA's and estate planning attorneys to provide comprehensive and up-to-date advice to our clients.
Fiduciaries
As a commission-only fiduciary, our financial advisers work on your behalf with a focus on your success. Unlike traditional financial firms who charge annual fees, our advisers are only compensated through the commissions you pay from all investments. This arrangement aligns our interests with yours and incentivizes us to ensure your continued success. Our wholistic approach to asset management allows us to provide comprehensive investment advice, including tax mitigation strategies and alternative investments such as multi-family real estate and closely held businesses, both internal and external, private and public.
Our values are in alignment.
At Correll Capital, we believe in the power of a collaborative approach to financial planning. When you partner with one of our financial life planners, they are backed by a strong support system. Our advisors have access to an operations team, planning committee, and strategy committee, ensuring they can focus on your personal financial success without the distractions of managing day-to-day operations. This unique approach allows our advisors to benefit from the collective expertise of our planning and strategy committees, resulting in more robust financial plans and investment portfolios. Unlike many of our competitors who task a single advisor with multiple roles, we strive to provide a superior client experience by leveraging our proprietary processes to ensure accountability and rigor in all we do.
Strategic partnerships aimed at disrupting the established norm.
