CAPTRUST Financial Advisors, founded in 1997 and headquartered in Raleigh, North Carolina, is a leading independent investment advisory firm specializing in comprehensive wealth management, retirement plan advisory services, and endowment consulting. In Massachusetts, CAPTRUST has expanded its presence through strategic acquisitions, including Boston Advisors in 2019, Aevitas Wealth Management in Wellesley Hills in 2023, and Boston Financial Management in 2024, adding nearly $5 billion in client assets and new locations in Boston, Cape Cod, and Portland, Maine. The firm’s Massachusetts offices offer a range of services tailored to individuals and families, endowments and foundations, and retirement plan sponsors. CAPTRUST’s commitment to personalized financial planning and investment management is exemplified by its team of experienced advisors, such as Gary Savage and Kristen Stewart, who provide customized strategies to help clients achieve their financial goals.