Payne Capital Empowers You to Reach Your Financial Goals.
- Personalized Advice & Service: Our team of Certified Financial Planners (CFPs) and Financial Advisors deliver tailored financial planning and investment strategies to meet your specific needs and goals
- Expertise through Experience: With 70 years of combined industry experience, Bob and Ryan Payne have honed their investment models through major market events like the 1987 Crash, Dotcom Bubble, Global Financial Crisis, and COVID-19 Shutdown. You benefit from our real-world investing know-how
- Holistic Financial Planning: We take a comprehensive approach that considers all aspects of your financial life and how they work together
- Transparency and Integrity: A fiduciary duty to prioritize your interests, with a simple & clear fee structure—our success is tied to your success
For investors with $1 million or more
By providing your number, you agree to Payne Capital Management’s terms and privacy policy. You also consent to receive from Payne Capital Management recurring automated phone calls and texts, including information, appointment confirmations and reminders, and promotions. Consenting to calls and texts is not required to receive any service. Reply STOP to unsubscribe from texts. Message frequency varies and message & data rates may apply.
Payne Capital Empowers You to Reach Your Financial Goals.
For investors with $1 million or more
Fill out the form below to receive more information
By providing your number, you agree to Payne Capital Management’s terms and privacy policy. You also consent to receive from Payne Capital Management recurring automated phone calls and texts, including information, appointment confirmations and reminders, and promotions. Consenting to calls and texts is not required to receive any service. Reply STOP to unsubscribe from texts. Message frequency varies and message & data rates may apply.
- Personalized Advice & Service: Our team of Certified Financial Planners (CFPs) and Financial Advisors deliver tailored financial planning and investment strategies to meet your specific needs and goals
- Expertise through Experience: With 70 years of combined industry experience, Bob and Ryan Payne have honed their investment models through major market events like the 1987 Crash, Dotcom Bubble, Global Financial Crisis, and COVID-19 Shutdown. You benefit from our real-world investing know-how
- Holistic Financial Planning: We take a comprehensive approach that considers all aspects of your financial life and how they work together
- Transparency and Integrity: A fiduciary duty to prioritize your interests, with a simple & clear fee structure—our success is tied to your success
What you can expect in your free financial review. We will:
- Perform a complete analysis of your current portfolio to ensure proper diversification.
- Create an overall tax strategy for your investments, to help you retain more of your earnings.
- Identify and evaluate the fees you are currently paying.
- Develop a tailored income strategy that supports your lifestyle throughout retirement.
The Payne Capital Difference
For over 16 years, Payne Capital has helped families achieve their financial goals by prioritizing their best interests and adopting an independent approach to wealth management. Our personalized advice, unwavering commitment to service, and extensive investing experience distinguish us from a cookie-cutter industry.
About Payne Capital Management
Bob and Ryan Payne co-founded Payne Capital Management in 2008 with a determined focus. To be Independent. To Create Excellence. To put the client first.
Personalized Focus
Our focus is on you. Our investment strategies are crafted to meet your specific goals.
Unbiased Advice
Our recommendations are unbiased and exempt from the corporate mandates common to many industry competitors.
Fee-only Fiduciary
As a fiduciary, we serve the best interests of our clients. We never receive referral fees or brokerage commissions.
