Capital Advantage

Founded in 1982, Capital Advantage, Inc. is a local, independently owned firm that has grown to become one of the largest 100% fee-only wealth management and financial planning firms in the Lamorinda community (Lafayette, Moraga, and Orinda, CA).2 Lafayette, California headquartered Capital Advantage, Inc. provides customized investment management and financial planning services to over 600 clients, primarily composed of individuals, families, and small businesses. Our expanded services and areas of expertise include retirement planning, education planning, estate planning, investment tax planning, risk management planning, and charitable gift planning. With over 35 years in the community, we have become lifetime partners for our clients, their children, and even their grandchildren.