8044 Montgomery Road Suite 450
We exist to meet the complex financial needs of our clients. We operate with the belief that both capitalism and our philanthropy can be a powerful source of good. We seek to implement strategies where companies thrive by creating value for the common good and, in turn, create profits that allow our clients to experience positive financial outcomes.
Three Corners Capital was founded in 2008.
We are a financial planning and investment advisory firm that is independent and fee-based. We always put our clients’ interests first.
In addition to traditional financial planning, we specialize in charitable planning and socially responsible, sustainable, and impact investing.
The “three” corners represent our goal to create a triple bottom line which impacts people, the planet and profit.
Our company firmly believes that operating a “good” business is good business and we are engaged by clients across the country as a result.
Three Corner’s Capital relies not only on our experienced and knowledgeable team, but our clients also benefit from the access to a national planning team network and professional affiliations such as the US SIF: Forum for Sustainable and Responsible investment.
No one strategy fits everyone, which is why every client gets our undivided attention—from financial planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.