Schedule Appointment with Capital Asset Management Group

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Welcome to Capital Asset Management Group's automated scheduling application!

Please select your desired appointment type and follow the prompts.

If you experience any difficulty using our automated scheduling application, please call us at 240-482-4000.

Investment Advisory Services offered through Independent Advisor Representatives of Capital Investment Advisors, Inc. a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, CO, DE, DC, FL, GA, HI, IL, IO, KY, ME, MD, MA, MI, MN, NH, NH, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA, WV. Cambridge and Capital Asset Management Group Inc. nor Capital Investment Advisors, Inc. are not affiliated.

FINRA’s BrokerCheck http://brokercheck.finra.org

Introduction

30 minutes

A thirty-minute introductory meeting for new clients to learn about our I2M Financial Planning Process.

Phone call

30 minutes

Schedule a catch up phone call with your financial planner. For immediate or emergency assistance please call 240-482-4000 and press "0" for the Receptionist.

Portfolio Review

1 hour

I2M Financial Planning

1 hour 30 minutes

For clients who are just starting, or are currently in the process of completing, the I2M Financial Planning Process.

Annual Review

1 hour

For clients who have gone through the comprehensive I2M Financial Planning Process and are currently enrolled in, or would like to begin, one of our ongoing review programs.

Retirement Plan Participant

30 minutes

For our retirement plan participants (401k, 403b, 457, etc.) who have questions about their accounts.

Quick Questions

30 minutes

Schedule a catch up phone call with your financial planner. For immediate or emergency assistance please call 240-482-4000 and press "0" for the Receptionist.

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