Fee-Only Advisory · Decatur, Georgia

Your interests,
undivided.

Investment advice and asset management with your interests in mind.

Schedule a Meeting Our Approach
Designation CFA Charterholder
Standard Fiduciary Duty

Philosophy

Evidence-based investing,
clearly explained.

1

Evidence over intuition

Decisions grounded in research, not forecasts. Long-term discipline outperforms short-term speculation.

2

Planning before products

Your goals, time horizon, and risk tolerance come first. The right asset allocation strategy follows from there.

3

Simplicity as discipline

Where a simpler approach achieves the same objective, that's the recommendation.

Services

What we can do together

Investment Management

Discretionary portfolio management, asset allocation, and tax-efficient implementation at Charles Schwab.

Financial Planning

Retirement income, Social Security optimization, estate coordination, and insurance review.

ERISA Retirement Plans

Fiduciary advisory for qualified plans — §3(38) Investment Manager or §3(21) Fiduciary Advisor.

Employer Plan & Equity

401(k)/403(b) reviews, rollover analysis, and RSU/stock option planning for complex benefits.

Business Owners

Solo 401k, SEP-IRA, and SIMPLE IRA setup; cash flow planning and personal-business goal coordination.

ESG & Responsible Investing

Values-aligned portfolio construction without compromising sound investment principles.

Why It Matters

What does "fee-only" actually mean?

Most financial advisers earn commissions when they sell you a product — a mutual fund, an annuity, an insurance policy. That creates a conflict of interest: they may recommend what pays them well, not what's best for you.

Fee-Only Adviser · Mindful Capital

Paid only by you.

The only way I earn more is if my clients' accounts grow, or if I take on new clients. My interests align with yours.

As a fiduciary, I am legally required to put your interests ahead of my own at all times.

Creative Solutions Designed Together
Elias McQuade, CFA

About

Elias McQuade, CFA

I founded Mindful Capital Management in 2026. I believe that a financial adviser and portfolio manager on your side of the table creates life outcomes that matter. Independent and authentic.

I work with individuals approaching retirement, families, institutions, business owners, and plan sponsors who deserve a credentialed fiduciary in their corner.

Registered investment adviser in Georgia. CRD #340794. Form ADV Part 2 available upon request and via the SEC's IAPD database.

Get in Touch

Let's talk about your goals.

Initial consultations and 401k plan reviews are complimentary and carry no obligation.

Phone (404) 981-4331
Email elias@mindfulcapitalmgt.com
Meetings In-person, video, or phone
Minimum $500,000 (waivable)

Please don't include account numbers or Social Security numbers — a secure channel will be established once we connect.

Your information will not be shared
with any third party.