Capital Strategies Group

Founded in 1989, Capital Strategies Group is an independent financial advisory firm based in Birmingham, Alabama. As a member of M Financial Group, the company leverages a national network to provide specialized expertise and proprietary insurance products. Its core focus is on designing and implementing executive benefit plans, business succession strategies, and advanced wealth transfer and estate planning solutions for a clientele of high-net-worth individuals, business owners, and public and private companies. The firm's mission is to deliver innovative, customized financial strategies with a high level of personalized service and long-term client partnership.