Mary Kozar
Professional Affiliations
  • Financial Planning Association® (FPA®)
  • Society of Financial Service ProfessionalsTM
Professional Credentials, Recognition, & Education
  • CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
  • FINRA Series 6 Registration
  • Life, Accident, and Health Insurance Licensed
  • Notary Public
  • BBA in Finance from Cleveland State University
"I've got this."

For over 30 years, Mary's called Capital Advisors home – and her experience runs deep. She wears many hats at the firm, including serving as the head of HR as well as the point person for insurance new business processing and servicing. As a senior analyst, her main responsibility is our clients: getting to know their point-of-view so she can offer sound advice on financial and estate planning.

"Ignore the hype."

Whether it's the pressure of the deadline – or the latest trend in the market – Mary thrives on the pace of the industry. She tackles the pressure with a philosophy that's part of life at Capital Advisors: plan for the long-term and ignore news media hype. She's highly skilled at keeping emotions in-check when it comes to financial planning – so logical decisions rise to the surface.

"Just look outside."

Mary isn't afraid to change course when needed, and it's a skill she's perfected both in and out of the office. Whether she's kayaking with her family, exploring a National Park in the off-season – or weighing the merits of an investment – she looks at a challenge from all angles.




Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.