It Is How We Do It That Makes The Difference

About us

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William Czerkies, Jr. is the owner and founder of Capital Advisory Group, a licensed insurance agency and consulting firm based in Knoxville, TN. One of our primary objectives is to create the most wealth, in the least amount of time, with the least amount of tax owed.  We accomplish this by minimizing risk and providing opportunity simultaneously while taking advantage of favorable tax treatment of distributions.  

In 1992, he obtained a life insurance license focusing on group plans with small businesses utilizing an employee benefits platform that reduced FICA taxes for business owners. In the year 2000, he founded Capital Advisory Group in Michigan, an independent insurance agency and consulting firm focusing on retirement planning for individuals.

In the year 2003, he began offering a suite of business solutions designed to help business owners retain a significantly larger share of profits both short and long term.

William studied business management at Davenport University and is an alumnus of Rhema Bible Training College, in Broken Arrow, OK. Capital Advisory Group is a member of the National Ethics Bureau and of the Farragut West Knox Chamber of Commerce. In the year 2018, he moved his base of operations to Farragut, TN and organized Capital Advisory Group LLC, in Tennessee in 2019.

He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, Virginia and Wyoming. If you request information, regarding a product or service, you may be contacted by William Czerkies Jr. 

Office meetings can be scheduled at your home, your office, or our offices at one of the following locations: