Advisors at this firm
Paul D
CFA®, Series 63
Cary, NC
Capital Endurance Group, Inc
Paul Delaney is a CFA® charterholder and holds a Series 63 license with nine years of industry experience. He has worked at Capital Endurance Group, Inc since 2016 and previously spent seven years at Piedmont Investment Advisors. Outside of his advisory work, he owns and manages several rental properties in Ireland. Capital Endurance Group provides discretionary comprehensive wealth management and limited engagement financial planning primarily for individual and high net worth clients. The firm employs a Modern Portfolio Theory–based, asset-class allocation approach focusing on low-cost ETFs and mutual funds, with supplemental fixed income and alternative investments offered to accredited or qualified investors.
Patrick D
CFP®, Series 66
Alpharetta, GA
Capital Endurance Group, Inc
Patrick Dailey is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Capital Endurance Group, Inc. since 2016. He previously worked at Tailored Wealth Management and Capital Endurance Partners, LLC. Outside of his advisory role, he is a licensed Georgia real estate salesperson and occasionally uses his license for personal and family property transactions. Capital Endurance Group provides discretionary comprehensive wealth management and limited engagement financial planning primarily for individual and high net worth clients, implementing a Modern Portfolio Theory–based asset allocation approach that emphasizes low-cost ETFs and mutual funds, supplemented by fixed income and alternative investments when appropriate.