Core Capital Advisors, LLC is an independent, Washington State Registered Investment Advisory firm located in Olympia, Washington. Core Capital Advisors, LLC was founded in 2004 by Dave Hirz, MBA, CFP® to provide personalized investment management and financial planning services to its clients.
Unlike many financial professionals, Core Capital Advisors, LLC has a Fiduciary Duty to each of its clients to always put their interests first. If that is the type of relationship you'd like with your financial advisors, I encourage you to set up a complimentary initial consultation to discuss how Core Capital Advisors, LLC can assist you.
At Core Capital Advisors LLC, our clients receive the individualized financial planning and attention they deserve, and the world-class investment expertise they demand.
Being independent, we are able to offer our clients the best in class financial services and products without being limited by proprietary products. We have the flexibility to implement your plan recommendations with the most appropriate investment and insurance products available.
Dave Hirz is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds both a MBA degree and BBA in Finance. He is also a licensed insurance agent in Washington State.
Prior to beginning his career as a financial advisors in 1999, Dave Hirz gained significant experience in property management and real estate sales and held a Washington State Real Estate Brokers license. His continued interest and knowledge in the area of investment real estate has been an unexpected benefit to a number of clients.
CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
For information regarding the Certified Financial Planner(TM) designation, please visit the Certified Financial Planner Board of Standards website at www.cfp.net
Core Capital Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.