Cathy Seeber is a wealth management financial advisor based in Lewes, DE.
Cathy joined CAPTRUST in 2017 and serves as a principal and financial advisor responsible for providing comprehensive wealth management to high-net-worth investors, private foundations, and corporate executives. She is motivated by effectively helping her clients align their monetary choices, decision-making behavior, and their investment habits with their goals.
Prior to joining the firm, Cathy was a principal, senior financial advisor at Wescott Financial Advisory Group LLC for 16 years, and she has worked in the industry since 1998. When she is not in the office or with a client, Cathy enjoys exercising, traveling, volunteering, and spending time with her family. She graduated cum laude from Goldey-Beacom College.
Cathy served three years on the board of directors of the Financial Planning Association. She continues to serve on several committees focused on advancing the profession. Cathy is also a member of The Forum of Executive Women, a membership organization of women of influence in Delaware.
Her advice has been featured in a variety of national, local and industry media outlets, including the Wall Street Journal, New York Times, Financial Planning, Fox Business, MarketWatch, and Advisor Perspective; she is also a guest columnist for Rethinking65 and Financial Advisor.
Education
- Bachelor of Science degree in business administration from Goldey-Beacom College
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Certified Financial Transitionist® (CeFT®)
Industry Involvement
- Don’t Turn Away When Clients Need You Most (Rethinking65, August 2022)
- Longevity Planning is the ‘Real Value Proposition’ (Rethinking65, March 2022)
- The Silver Lining of Fear and Uncertainty (Financial Advisor Magazine, March 2022)
- Clients still need —and want—to build wealth after retirement (Proactive Advisor Magazine, February 2022)
- What to Say to Clients About Inflation (Rethinking65, February 2022)
- At All-Time Highs, Additions Threaten More Clients (Rethinking65, November 2021)
- Gray Divorce and Eldercare (Financial Advisor Magazine, September 2021)
- What Advisors Can Learn from Simone Biles (Rethinking65, August 2021)
- Help Clients So Much More by Being Proactive Instead of Reactive (Rethinking65, June 2021)
- COVID-19 Has Some Seniors Redoing Their Housing Wish Lists (Rethinking65, March 2021)
- Longevity—Fear or Fortune? (Rethinking65, March 2021)
- Pandemic Fatigue – Not Just Another Buzzword (PWW Law Blog, March 2021)
- The Soft Side of Financial Planning Drives Decisions (Advisor Perspectives, June 2020)
- Being Empathetic During a Pandemic (PWW Law Blog, April 2020)
- The Glass Half Full for Females Facing Risk in Retirement (PWW Law Blog, December 2019)
- Why Women Face More Risk in Retirement (PWW Law Blog, October 2019)
- The Importance Of Helping Clients Fight The Financial Drain Of Addiction (Financial Advisor, May 2019)
- Changing Lanes (Financial Advisor, April 2018)
Memberships
- Chair, Business Development Advanced Track, Financial Transitionist Institute
- Committee Member, FPA Philadelphia Tri-State Area Chapter
- Committee Member, OneFPA Task Force
- Founder, Fund for Women Delaware
- Mentor, CFP Board’s Women’s Initiative
- Member, Lewes, DE Chamber of Commerce
- Member, the Forum of Executive Women Delaware
- Member, Sudden Money Institute
- Board of Advisors, Rethinking65
- National Board Member, Financial Planning Association 2015-2017
- Founder and Steering Committee, CAPTRUST Women’s Initiative
Awards & Recognition
- 2024 Heart of Financial Planning Award, Financial Planning Association®
- CAPTRUST, Advisor of the Year | 2023
- Philadelphia Magazine, Five Star Wealth Manager | 2009 – 2016, and 2019-2021
Disclosures
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA).
- CAPTRUST’s ranking on “Barron’s 2024 Top RIAs list” was based on both qualitative and quantitative data, including assets managed, technology spending, and staff diversity, along with other metrics, as of June 30, 2024. CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking
- CAPTRUST teams named on the “Barron’s 2025 Top 100 Institutional Consulting Teams” ranking were evaluated using a proprietary formula including 1) assets, 2) revenue, and 3) quality of practice for the year ending December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Barron’s to obtain or use the ranking. For more information on the methodology, please click here.
- CAPTRUST’s ranking on the “Financial Advisor magazine’s 2025 RIA Discretionary & Non-Discretionary ranking” was based on CAPTRUST’s total assets as of December 31, 2024. Neither CAPTRUST nor its advisors paid a fee to Financial Advisor magazine to obtain the ranking, but does pay a licensing fee for the use of the award logo.
- CAPTRUST advisors named on the “PLANADVISER Magazine 2026 Top Retirement Plan Advisers list” were based on advisor assets among other quantitative metrics, as of Dec. 31, 2025. To be listed, advisors had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. Neither CAPTRUST nor its advisors paid a fee to PlanAdviser to obtain or use the ranking.
- CAPTRUST’s ranking on “NAPA’s 2026 Top DC Advisor Multi-Office Firms” list was based on defined contribution (DC) assets under advisement (AUA) as of Dec. 31, 2025. CAPTRUST is a paid member of The National Association of Plan Advisors (NAPA). Neither CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST advisors named on the “NAPA’s 2026 Aces: Top 100 Retirement Plan Advisors Under 40 list” were based on a combination of data submitted by the nominees including the following: Plan size managed, advisor revenue percentage relative to total assets under advisement, total dollar value of defined contribution/defined benefit book of business managed, and other criteria as of October 2025. CAPTRUST nor its advisors paid a fee to the National Association of Plan Advisors (NAPA) to obtain or use the ranking.
- CAPTRUST’s ranking on the “Best Investment Consultant – Service & Investment Counseling – Large Investment Consultants for Institutional Investors in the U.S.” by Crisil Coalition Greenwich for 2025 was based on interviews conducted between February and September 2024 by Crisil Coalition Greenwich. They held interviews with 699 individuals from 563 of the largest tax-exempt funds in the U.S. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends. Neither CAPTRUST nor its advisors paid a fee to Crisil Coalition to obtain or use the ranking.