Skip to main content

Plan to Dream Big

Charting your course to financial success should be simple, free from jargon and distraction. We get it. And we've got you.

Find an Advisor

Who We Serve

Personalized guidance for individuals, families, plan sponsors, and participants—backed by decades of experience and national resources.

Individuals & Families

Personalized advice to support your investments and retirement goals.

Start Planning Your Future

Plan Sponsors

Design and manage compliant retirement plans with confidence.

Explore Sponsor Solutions

Plan Participants

Maximize your retirement benefits with simple tools and guidance.

Take Control of My Plan
Prime Capital Financial Logo

We Believe in Putting People First. No Exceptions.

Financial success looks different for everyone. Since 1985, our firm has grown to deliver innovative wealth planning solutions for families, executives, professionals and business owners, and cutting-edge retirement plan consultation for plan fiduciaries, human resources professionals and financial officers. We partner with our clients to help ensure they are informed and feel confident in their financial future. As fiduciaries, we are only successful when our clients are successful. Led by advisor-owners with a personal stake in your success.

Explore Our Services Connect With Our Team

What Our Clients Have to Say

“

We do business with people that we know, like and trust. Eric took an interest in my life, my goals—he’s a teacher who breaks complex ideas into bite-size pieces.... [He gives] me that sense of peace, stability, and confidence.

Ryan JohnsonPrime Capital Financial Client
“

Sean genuinely took the time to get to know us—not just where we are now, but where we’re headed. We know our finances are in safe hands, but more importantly, we know Sean has our best interests at heart. There’s a comfort in that.

Laura & Chris HudnallPrime Capital Financial Clients
“

What sets Katie apart is not just her technical expertise, but also her commitment to transparency and client education. Every question I have is answered patiently and thoroughly. I always feel empowered to make well-informed decisions, never pressured or rushed.

Dr. Constance M. YoungbloodPrime Capital Financial Client

The testimonials, statements, and opinions presented on our website are applicable to the individuals depicting them. These opinions are based on true experiences and each opinion is unique to each individual client.  Results will vary and may not represent or duplicate another experience of another client. The testimonials were voluntarily provided and are not paid, nor were they provided free products, services, or any benefits in exchange for said statement.

As Featured In:

client
client
client
client
client
client
client
client
client
client
client
client

Featured Resources

Retirement Calculator

See how your money could grow in retirement with our free, easy-to-use calculator—no guesswork, just clarity.

Learn More about our retirement calculator

Setting Your Student Up for Success

Start with a solid foundation—download our free brochure packed with smart, practical tips to help young adults take control of their financial future.

Download Setting Your Student Up for Success PDF

Taxes & Living in Retirement

Download our free brochure to uncover smart strategies for minimizing taxes and maximizing income in retirement.

Download Taxes & Living in Retirement PDF
View All Resources

Featured Events

Prime-Capital-Wellness-Logo-Events
December Prime Capital Wellness Webinar – Sleigh Your Debt to Help Brighten Your Future

December Prime Capital Wellness Webinar – Sleigh Your Debt to Help Brighten Your Future

As the new year approaches, there’s no better time to take control of your financial…
Prime-Capital-Wellness-Logo-Events
November Prime Capital Wellness Webinar – Investing in a Shifting World: What’s Hot, What’s Noise, and What Matters in 2027

November Prime Capital Wellness Webinar – Investing in a Shifting World: What’s Hot, What’s Noise, and What Matters in 2027

Today's investment landscape is evolving faster than ever. From the resurgence of digital assets and…
Prime-Capital-Wellness-Logo-Events
October Prime Capital Wellness Webinar – Strategies to Help You Maximize Returns by Minimizing Taxes: Smarter Moves for Your Portfolio

October Prime Capital Wellness Webinar – Strategies to Help You Maximize Returns by Minimizing Taxes: Smarter Moves for Your Portfolio

In today’s complex financial landscape, growing your investments is only part of the equation. Keeping…
View All Events

Blog, News & Information

As part of Prime Capital Financial’s educational community outreach, our blog helps you learn more about retirement and financial principles that can help you achieve greater financial success in life.

Read All Posts
Fred Reish Makes Landmark Move to Prime Capital Financial

Fred Reish Makes Landmark Move to Prime Capital Financial

Read More
Expect changes in investor behavior in 2026 as prediction markets expand

Expect changes in investor behavior in 2026 as prediction markets expand

Read More
Eric Pailing, CRPC®, Joins Prime Capital Financial

Eric Pailing, CRPC®, Joins Prime Capital Financial

Read More

Events

From educational webinars to in-person conferences, our team is constantly on the move, getting together with our communities to discuss the latest industry developments.

Our Events

Stay Updated. Subscribe!

This field is for validation purposes and should be left unchanged.
Name(Required)
Privacy(Required)

Resources: White Papers, Brochures & Flyers

Explore our comprehensive resource center, where our financial expertise is available to empower you with the knowledge and tools needed to navigate your financial journey with confidence.

Resources

Accolades & Recognition

Barrons-Top-100-Award-2025

Stay Updated. Subscribe!

This field is for validation purposes and should be left unchanged.
Name(Required)
Privacy(Required)

Accessibility Toolbar