Douglas Capital Advisors

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  • ABOUT
    • OUR STORY AND VALUES
    • WHAT TO EXPECT
    • OUR PROCESS
  • TEAM
  • SERVICES
    • FAMILY OFFICE
    • FINANCIAL PLANNING
    • INVESTMENT MANAGEMENT
    • EMPLOYER-SPONSORED PLANS
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    • HOME
    • ABOUT
      • OUR STORY AND VALUES
      • WHAT TO EXPECT
      • OUR PROCESS
    • TEAM
    • SERVICES
      • FAMILY OFFICE
      • FINANCIAL PLANNING
      • INVESTMENT MANAGEMENT
      • EMPLOYER-SPONSORED PLANS
    • RESOURCES
    • CONTACT US

Douglas Capital Advisors

Douglas Capital AdvisorsDouglas Capital AdvisorsDouglas Capital Advisors

Signed in as:

filler@godaddy.com

  • HOME
  • ABOUT
    • OUR STORY AND VALUES
    • WHAT TO EXPECT
    • OUR PROCESS
  • TEAM
  • SERVICES
    • FAMILY OFFICE
    • FINANCIAL PLANNING
    • INVESTMENT MANAGEMENT
    • EMPLOYER-SPONSORED PLANS
  • RESOURCES
  • CONTACT US

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EMPLOYER SPONSORED PLANS

Employer sponsored retirement plans, such as 401(k)s, 403(b)s, 457(b)s, profit-sharing, pensions, etc., provide employees with a tax-advantaged way to save for retirement. They also provide similar tax advantages to employers, but also serve as an effective way to attract and retain employees.


Our firm supports you in setting up or augmenting your plan, managing it, and providing services, all to help you stay compliant and focus on your high quality work.

Plan Design

Fiduciary Guidance

Vendor Selection

Helping you define your goals and priorities, to develop the optimal retirement plan design.

Vendor Selection

Fiduciary Guidance

Vendor Selection

We help you find the right provider(s) that fits your organization's needs.

Fiduciary Guidance

Fiduciary Guidance

Participant Education

We can act as a 3(21) co-fiduciary to your plan. We will help you develop a compliant and serviceable fiduciary process to select and monitor investment options, review service fees, and service providers.  

Participant Education

Ongoing Plan Monitoring & Support

Participant Education

  • Employee enrollment assistance
  • Quarterly participant newsletters
  • Financial education seminars
  • Individual participant meetings

Ongoing Plan Monitoring & Support

Ongoing Plan Monitoring & Support

Ongoing Plan Monitoring & Support

We will assist you with managing the health of your plan over its lifetime, providing you guidance on regulatory changes, program enhancements, and investment due diligence.

Ongoing Plan Monitoring & Support

Ongoing Plan Monitoring & Support


Douglas Capital Advisors, LLC is a Texas registered investment advisor. 

Copyright © 2024 Douglas Capital Advisors - All Rights Reserved.

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