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Our Philosophy

Our clients, and prospective clients occupy the most important seat at the “round table”.

Our team of CERTIFIED FINANCIAL PLANNERS™ is ever mindful that our clients’ hard-earned capital is their wealth! Our advice-centric model, under a fiduciary mandate, demands that we operate with the highest standard of care, acting in the best interests of our clients. With this in mind, we founded Round Table Capital Management on the four pillars of Honesty, Integrity, Loyalty and Service and promise to adhere to these high standards with every client that we serve.