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FINANCIAL ADVISORY FOR CHANGING PEOPLE, MARKETS, AND TIMES.

New Capital is a fiduciary to our clients. We focus on our clients' lives and goals and provide great value to them. We employ highly productive and trustworthy personnel and leverage information technology. We take great pride in our high client satisfaction and client retention rates.

Our Services

We provide our clients with the highest quality, strictly confidential, regulatory compliant, and technologically secure services in six primary areas:

Financial Planning

We lead a collaborative, technologically advanced planning process focused on your unique goals and resources.

Investment Management

We confidently invest your capital using our model-based approach, built on decades of successful academic and scientific research.

Advisory

We serve as professional decision-makers to assist you in making the very best choices from the available options in your life.

Family Wealth

We support your family across multiple generations by providing value-added programs for all ages and stages of life.

Administration

We provide essential administrative services with precision, helping to keep you organized, and reducing stress in your life.

Communications

We produce and distribute a wide range of communications to keep you knowledgeable and informed.

Our Team

We are experienced, ethical, fiduciary professionals.  We believe we are among the very best and most innovative firms in today's growing, dynamic independent financial advisory community.

Leonard M. Golub, CFA

Jaycee Smalley, CFP®

Catherine Bahr

Casey Moss, PACE

Our Mission 

We believe that money - properly understood, planned, invested, and utilized - changes the world for the better.

We help clients around the world make sound decisions and use their money to live authentically and without regrets, to make steady progress with their opportunities and challenges, and to meet their specific goals and fulfill their most important priorities.

We ourselves change the world by helping our clients discover resources they never knew they had and change their own lives for the better.

 

Our Partners

We efficiently fulfill a broad array of our clients needs in concert with some of the most important financial management, financial technology, and professional organizations in the world.

 

The New Capital Journal

Our monthly newsletter

 

TAKE THE NEXT STEP

We are grateful for your interest, and we invite and encourage you to explore our assistance in enhancing both your financial well-being and your life today.