Whitemarsh Management

Capital Square, LLC is a fee-only investment adviser based in Chattanooga, TN, dedicated to prioritizing clients' best interests as a registered investment adviser and fiduciary. Established in 2017, the firm focuses on customized investment portfolios tailored to individual financial needs, ensuring a proactive approach to longevity and unexpected life events. Committed to creating lasting personal relationships, Capital Square offers a range of services including retirement planning, portfolio management, and estate trust planning. Their disciplined approach, combined with world-class research and the philosophy of 'time in the market,' helps clients navigate financial challenges while pursuing their goals. Generated from the website

Jeff is a Partner and trusted advisor working with Capital Square, LLC since its formation and was previously with Bellwether Investment Group, LLC. Jeff's belief of "If you succeed, then I succeed," drives him to provide a high level of client services. He cares for his clients like family and strives to simplify the investment process while giving them the confidence to succeed. His goal is to provide such great service and resources that his clients naturally become his marketing and referral partners.

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