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Greg Mortenson; AIF

Greg Mortenson; AIF

Founding Partner

952.562.2444

Greg has over thirty years of experience in working with closely held companies and business owners.  Prior to entering the financial services industry in 1992, Greg worked in public accounting and attained his C.P.A. designation in 1991.  Greg has become a recognized expert in managing retirement plans with a primary focus on discussions with the owners, the executives, and their families, about integrating their money with their values and goals around family, meaningful work, and giving back.  Greg takes great pride in the relationships he has with each-and-every client.  Through these conversations, a tailored financial strategy will be designed aligning your resources with your goals.

Through Greg’s leadership, Capstone Advisory Group LLC specializes in managing retirement plans with a primary focus on creating optimal retirement benefits for each and every participant in the plan.  Capstone’s retirement readiness process successfully provides tangible retirement value to our clients. “We have a commitment to uncover each client’s financial needs and dreams, thus creating a process, a roadmap to make those dreams a reality”

Capstone Advisory Group helps clients navigate fiduciary responsibility through our proprietary industry leading qualitative and quantitative investment analysis. We maintain full plan accountability through detailed systems and procedures governed by our robust technology.

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Securities offered through Triad Advisors, LLC (member FINRA/SIPC).  Investment advice offered through Resources Investment Advisors, LLC and SEC registed investment adviser.  Capstone and Resources Investment Advisors,  LLC are separate entities from Triad Advisors, LLC.