Plan Well. Live Well.

At Cape Financial Group, we are passionate about building lasting, meaningful relationships based on trust and integrity. We strategically guide you through the various stages of life, to help you achieve your financial goals and bring you closer to accomplishing your life ambitions.



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Forbes Best-in-State 2022



Forbes Best-In-State Wealth Advisors 2024

Forbes Best-In-State Wealth Advisors 2024


Experience to lead the way

With over 60 years of combined experience in the financial industry, we provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals.

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Families A pragmatic approach to wealth management. Learn More
Retirees
Retirees Nurturing wealth so you can live a longer, better life. Learn More
Sudden Wealth Confidently manage your new assets with the guidance of our experienced team. Learn More
Business Owners Unique solutions for business owners and entrepreneurs. Learn More

“The essence of investment management is the management of risks, not the management of returns.”

Expertise

Knowledgeably Applied

Your important financial affairs should only be left to those with not only proven expertise but also the ability to apply it effectively in pursuit of your goals and objectives.

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Resources

Vital to Success

There are many aspects to investing. We provide a depth of ability and resources to match your needs and to help you make the most of each investment opportunity.

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Commitment

Worth Mentioning

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

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