Firm

Capstone Financial Partners was founded in 2007 by Robert W. Allen, MBA, ChFC, CLU. We are a specialized firm helping individuals, families and businesses optimize their financial positions.  Our services include traditional and alternative investment vehicles*, risk management, insurance, and benefit planning. Capstone Financial Partners bases its success on a disciplined strategy founded on its advisors' experience in the field, continuing education and focus on client needs. The fact that no two clients are alike is evident in the customized plans that Capstone Financial Partners produces.

*Alternative investments are often speculative, lack liquidity, lack diversification, are not subject to the same regulatory requirements as mutual funds, may involve complex tax structures and delays in distributing important tax information, and may involve substantial fees. These products often execute trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. These investments may not be appropriate for all investors.