In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary.
David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a trusted financial adviser to affluent families, David shares personal stories, key milestones, and the investment philosophy that has stood the test of time.
Listen as we explore how Capital Partners has built a culture of trust, client-focused advice, and mentorship, and what the next 25 years hold for the firm. Whether you’re an investor, entrepreneur, or simply curious about wealth management, this episode is packed with insights on creating a lasting legacy of financial success.
- 0:00-2:00 Introduction
- 2:00-8:00 The founding of Capital Partners in 1999
- 8:00-12:00 The addition of Chris and Michael as partners in 2003
- 12:00-17:00 Insights into the growth and evolution of the business
- 17:00-23:00 Changes and consistencies in the business over 25 years
- 23:00-30:00 Future plans, reflections, message to the team and clients
