Financial steps starting as young man going to retirement

Providing clear guidance for confident financial decisions.

We are an independent full-service advisory and financial planning firm. Our services include Managing Your Investments for you, Financial Planning for life’s transitions and milestones, Insurance Services to protect your nest egg and your legacy.

Who we serve

Grandparents near retirement with grandkids

In or Nearing Retirement

You’ve worked hard to build the nest egg. Let us help you develop a plan that positions it to last through your retirement. Time spent traveling with your spouse, playing with grandkids, tending the garden, and giving your time to your church and community are all things more worthy than worrying.

OGC is ready to serve you during this important milestone and help you retire with confidence, so you can focus on what matters most to you.

man juggling different financial tasks
Young couple working in small business

Small Business Owners

As business owners, we see through the same lense as you. We can help busy owners have a plan, even through all of the “unplanned” moments of running a business. Between dropping the kids at school, P&L’s, long nights, and still trying to make heads or tails of your personal finances, we get it because we do it.

You wear a lot of hats, and we admire the “nobody will do it for me” mentality business owners have! Great news: OGC can do this part for you. Let us help build a plan and walk with you to make sure your families financial goals get on track, and stay there.

Young couple with 2 kids

Growing Families

They grow up so fast. Paying for diapers, bibs, and onesies quickly evolves to T-ball equipment, dance classes, and summer adventures…which in turn morphs into cars, tuition, and weddings.

At OGC, we are proud parents ourselves and we salute all of the parents out there working hard.

The expenses of raising a family are not nominal, but they shouldn’t be detrimental to your future or your children’s. With proper planning and monitoring we help growing families stay on track with their investments and personal finances to make the most of today, without borrowing from tomorrow. We believe kids are assets, not liabilities.

Young man with financial charts

H.E.N.R.Y.’s

Not there yet, but well on your way. “High Earners Not Rich Yet” (HENRY’s) are some of our ideal clients.

Income > $150,000
Portfolio < $100,00

If that is you, we believe you are a HENRY. The high earning years under the age of 45 can be highly impactful. OGC can help you capitalize on your high income with clear direction and meaningful goals. Don’t blow your dough! Make today’s money take the pressure off tomorrow.

Large family with house in background

Family & Estate

Paving a path for your assets today to care for your family in the future, even if you’re not around. Leaving a tangible legacy that benefits your children, and their children, and possibly beyond is important to many families we work with. Leaving it without a clear plan can cause unnecessary headache and tension between the intended beneficiaries. OGC can chart a map to have your legacy seamlessly transition to the next generations, leaving a lasting impact on your family for years.

Meet the OG’s

James Munsey Founding Partner Old Glory Capital
James Munsey
Founding Partner
Clint Foster Founding Partner Old Glory Capital
Clint Foster
Founding Partner

Administrative Team

Robin Farris Office Administration Old Glory Capital
Robin Farris
Office Administration

Our Mission

The purpose and mission of Old Glory Capital is to fulfill our fiduciary duty to our clients. With 25+ years of combined experience, we can help you navigate life’s financial transitions and milestones along with the investment world in a way that best suits you.”

Young couple and kids financial clipboard in background
What is a Fiduciary?

This word has gained popularity as of late, and for good reason! A fiduciary is required to act in the best interest of their clients. At OGC, we are proud to be a fiduciary every day.

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