Broker Check
 

Client Advocacy Partners

Client Advocacy Partners (CAP) is a group of Advisors that are committed to furthering their knowledge and seeking creative and timely planning solutions for their clients.

As an active part of CAP, we leverage the experience of eight selected leading advisors throughout the nation who collectively oversee more than a billion dollars in assets.

As a member of CAP, your Advisor has access to the accumulated experience of these professionals who are analyzing and implementing advanced financial strategies on a daily basis.  CAP's expertise and collaborative approach gives us intellectual depth that adds value to our individual practices and most importantly to the clients we serve.

Map of Advisor Locations 

Members

Matt-Condon
Matt Condon, CFP®
Boston, MA
Ryan-Fleming
Ryan T. Fleming, CFP®, MSFS®, ChFC®, CLU®, CASL®, AEP®
Bellevue, WA
Andrew-Gardner
Andrew Gardner, CFEd, CFP®
Addison, TX
William-Holmes
William P. Holmes, ChFC®
Wayne, PA
Todd-Jakubik
Todd Jakubik, CFP®
Tinton Falls, NJ
Brian-Rosenbaum
Brian Rosenbaum, CFP®
Hunt Valley, MD
Michael-Scott
Michael L. Scott, CLU®, ChFC®, CFP®
Oshkosh, WI

David Shoup

Wayne, PA

CAP is unaffiliated with HTK.  Utilizing a CAP member does not guarantee a particular result nor eliminate the possibility of a loss.  Individual results will vary.  CAP membership is only conferred by other CAP members and is solely based on the group’s own criteria.