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CSG Capital Partners
Awards

Forbes | SHOOK 2023
Erik Fromm, CFP®, CLTC®, Financial Advisor, honored on the Forbes|SHOOK Best-In-State Top Next-Gen Wealth Advisors for 2023.

AdvisorHub 2023
Murray Carter, AWMA®, CFP®, AIF®, Financial Advisor, has been named an Advisor to Watch by AdvisorHub for 2023.

NAPA Top Teams 2022
For a fifth consecutive year, CSG Capital Partners of Janney Montgomery Scott, a 10-person team based in Washington, D.C., Franklin, TN, and Richmond, VA, has been named to the National Association of Plan Advisors' (NAPA) Top defined contribution (DC) Advisor Teams list.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.

Our Team's Philosophy
Over time, we've come to rely upon a number of foundational ideas that help shape our team's vision and mission.

CSG Compass Planning Process
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.

CSG Compass Portfolio Process
We believe that long-term investment success is achieved by combining a process that recommends what investment to buy, and when to buy, hold, or sell that investment. We make tactical adjustments to portfolios, using both fundamental and technical analysis. We believe that we can position client assets to participate in upward trending markets and objectively move out of investments that are poised to significantly decrease in value.
Community Involvement
At CSG, we are deeply committed to making an impact in our local communities as well as helping our clients make an impact on the causes and organizations that are important to them. We take great pride in our service on various boards and our participation in charitable events throughout the year. This is the fun stuff!
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.

Recent Event: Life Happens
Meg Muldoon presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.

Recent Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.

Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
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Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 03, 2023

Saving for Retirement? Now There’s More Time to Make Catch-Up Contributions
Eligible Americans saving for retirement can continue catch-up contributions on pretax basis through 2025, under a change recently issued by the Internal Revenue Service (IRS).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Office Information