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8816 Six Forks Road, Suite 301, Raleigh, NC 27615

(919) 719-3852
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Meet the Team

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

No one strategy fits everyone, which is why every client gets our undivided attention—from 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.

Our Team

Joshua Thomas Wall

Josh Wall CFP®, ChFC®, RICP®, WMCP®, CLU®

Wealth Management Advisor

(919) 719-3852

jwall@capfs.com

I grew up in the town of Elon, North Carolina. I learned early from growing up in a small town of the importance of building lasting relationships and doing the right thing by others. I graduated from North Carolina State University...
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Julie Thomas

Julie Thomas

Executive Assistant

(919) 719-3802

jthomas@capfs.com

I am originally from Charlotte, North Carolina and moved to Apex when I got married to my husband Brian in 2007. Our daughter, Marlee, is a competitive dancer so we travel to many places to watch her compete and pursue her dreams. I...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.