Minimalist Lifestyle Blog
  • Finally, a Financial Advisor for Millennials
  • Tracy Freese
  • entrepreneurFinancerepurpose
Finally, a Financial Advisor for Millennials


The jury is still out on how Millennials handle their money. Some experts claim we (I'm an old one) need to stop listening to mom and dad's tired advice while others seem to think we might just have this finance thing figured out in our own weird way. One thing is for certain, there is a black hole of qualified financial advisors available to help us through life's financial milestones. There are two reasons why Millennials are all but ignored by most financial advisors:

  1. We are just beginning to accumulate our wealth and therefore do not have large sums of money for investment manager to profit from.
  2. We are mobile, technologically savvy, and disinterested in sitting in an office for hours on end while someone drones on about asset allocation. 

Those two reasons are forcing the financial industry to either adapt or retire. One father-son financial advising team is putting the needs of Millennials first. Capital Management Services offers customized online financial advice that's affordable. Customers get a personalized financial website for only $99. They will also get customized financial advice and a licensed professional assigned to them to help guide them for the future.

"My father started Capital Management Services over 29 years ago in St. Louis, MO. I joined the team in January of 2014. When I came on board I wanted to take the company to the next level and position it so that clients and future generations can access financial advice and information no matter where they live or are traveling in the world.

In our industry many financial firms are struggling to connect with the younger generation. Since I am from a younger generation I know that providing services online is where our company needs to go. Therefore I work with clients online so they can have access to me on their time and from anywhere they want."  -Joseph Gissy

Joesph and his father, Jim Gissy offer current and prospective clients amazing flexibility through their innovative online platform. Their Online Financial Advisor (O.F.A.) is revolutionizing the way financial advisors do business. Simply schedule, login, and receive personal financial guidance. By taking full advantage of technology, Capital Management Services is virtually at the service of any client, anywhere. 

  • Tracy Freese
  • entrepreneurFinancerepurpose