Our firm began working with Compliance Advisor Professionals while transitioning to a fee-only model several years ago. Moving from the FINRA brokerage environment to an SEC advisory approach included a steep learning curve for me as the newly appoin…”
– Kimberly R. Taylor, IACCP®, Vantage Financial Partners Limited
CAP to Conduct Business Remotely Effective March 16th
With an overabundance of caution and care and concern for our team, CAP has decided to work remotely until further notice. We are prepared to continue to operate as usual with all scheduled calls to occur as planned. Our normal business hours of 8:00 am – 4:00 pm (ET) will remain in effect. All team members will be accessible via phone and email. If you are not able to reach us right away, we will get back to you in a timely manner.
Please know that you are all in our thoughts and that we wish you safety and good health.