Meredith Agan's Contact Details

Meredith Agan's Company Details

CapSouth Partners

Dothan, AL, US • 20 - 49 Employees
Financial Services

CapSouth Wealth Management is a fee based independent, Registered Independent Advisory (RIA) firm with offices in Alabama, Georgia and North Carolina. CapSouth was founded in 2001 with the goal of serving individuals, families and corporate retirement plans in a more comprehensive manner than the typical industry norm of focusing primarily on investments and rates of return. Achieving some rate of return does not ensure that goals are met; it is one factor of many…it's one piece of the puzzle. Our desire was to create a financial firm that focuses on defining a client's goals, building a plan to reach those goals, and adjusting the goals and plans as circumstances change. We believe life and finances are so deeply intertwined that they cannot be separated. It is our desire not to simply manage your investments but to walk with you through life's ups and downs and ultimately to help you accomplish your goals and dreams. At CapSouth, our goal is simple. We want to help our clients achieve their One Best Financial Life®. CapSouth advisors are held to the high standard of a Fiduciary; this simply means, we are legally required to act in your best interest. Our advisors proudly accept this responsibility. CapSouth Partners, Inc., dba CapSouth Wealth Management, is an independent Registered Investment Advisory firm. CapSouth does not offer tax, accounting or legal advice. Consult your tax or legal advisors for all issues that may have tax or legal consequences.