History
President and Founder, John Hayman, founded what is now Capital Advantage, Inc. in 1982. Capital Advantage has since grown to become the largest fee-only independent wealth advisory firm in Lamorinda (Lafayette, Moraga, and Orinda, CA).
Specialties
Capital Advantage, Inc. is a 100% fee-only SEC-registered investment advisor (RIA). We are committed to helping you define, and then achieve your financial goals by providing personalized service, detailed planning, and the superior level of expertise that comes with decades of experience. We place a high value on insightful portfolio construction and risk management, while also remaining attentive to maximizing tax efficiency and minimizing expenses, to meet each client's unique objectives, risk tolerance, and timeline. Specialties - Retirement Planning | Education Planning | Estate Planning | Investment Tax Planning | Risk Management Planning | Charitable Gift Planning