Southern Capital is a comprehensive financial planning firm specializing in business advisory services. Our target market is business owners and high net worth individuals.
Our company name, Southern Capital, reflects the geographical location of our home office- Florida's state capital, Tallahassee. Our name also ties into the idea of southern hospitality, the gold standard of service which speaks to our mission to provide a superior customer service experience to our clients.
The word Capital reinforces our company's strong ties to our roots and home community. In addition, Capital relates to our firm's role as the center of governance and administration, the central point of communication for all business advisory services. Lastly, Capital obviously relates to the industry we serve with it's strong association to finance, assets, resources and wealth management.
Southern Capital is a full-service private financial planning firm that utilizes a relationship-based approach to help business owners, corporations and individuals transition to, and maintain, a life of financial independence. We work on a long-term basis with our clients to help them efficiently grow their businesses, build wealth and preserve their hard-earned assets. Rather than examining only one piece of the overall financial picture, we offer a wide range of specialized financial products and comprehensive services that can be customized to suit each client's unique set of goals. Our firm is completely independent, so our loyalty belongs exclusively to our clients, not to a parent company.