Welcome to Capital Resource Group

An independent wealth management firm working with a select group of clients to help them find and stay on the right path toward a successful financial journey.

Contact Us

Sophisticated Solutions

We have developed and refined a proprietary wealth management process and work with a select group of business owners and professionals who, among other things, strive toward a work-optional lifestyle.

Financial Planning With Purpose

Our goal is to maintain the highest level of client service within our industry. Happy clients are our number one advocates, so in the end, it’s not about how large we can become but how small we can stay.

We are dedicated to helping you achieve your financial goals.

We take the stresses of navigating the financial world off our client’s shoulders, and by implementing our proprietary “DASH” process, create a sense of confidence in knowing that not only has a solid plan been developed, but also that an experienced team is behind you to always keep you on track. With offices in Fayetteville and Bentonville, Arkansas, Capital Resource Group, LLC is the right place to turn to for help as you navigate the path of your financial journey.

For the convenience of our clients, we maintain offices in both Fayetteville and Bentonville, Arkansas.  Due to client introductions in other States, we are also licensed for business in the States of Missouri, Oklahoma, Texas, Tennessee, Florida, Washington, Kansas, and New Mexico.

 

Being independent in every way allows us to take objective proprietary research and always recommend financial advice, strategies, and products that are best suited for our clients. We are not beholden to any securities firm or insurance company for production quotas like other financial professionals and firms may be.

 

In addition to being retirement planning professionals, we also partner with strategic experts, such as estate planners and tax attorneys, CPA’s, advanced market specialists, mortgage specialists, and budget counselors to bring the highest level of service and education to address our clients’ needs.

 

Capital Resource Group provides wealth management services to a select group of successful business owners and professionals using a refined process that puts all of the pieces of the puzzle together for our clients as life unfolds and their needs evolve. We collaboratively work with a team of specialists such as tax attorneys, CPA’s, pension customization experts, and others to bring best in class solutions to our growing clientele.

 

Use Our Free Retirement Calculators & Other Financial Planning Tools 

CAPITAL RESOURCE GROUP TAX TOOLS

TAX PREP TOOLS

We provide forms, checklists, organizers and even tax calendars for you to better prepare for tax season.

Get Tax Tools

retirement education

SOCIAL SECURITY EDUCATION

Register for a free Social Security Workshop to become familiar with the best strategies for maximizing your benefits.

Attend  A Workshop

retirement calculator

RETIREMENT CALCULATORS

Please take advantage of our free calculators! You’ll find a variety of calculators available from our tem.

View Calculators