Your Family, Your Business, Your Wealth
Capital Planning Advisors is a Registered Investment Advisor (RIA) firm serving individuals, families, businesses and institutional clients with comprehensive financial planning and wealth management services. We are relationship-driven. Our team understands that each client has unique short-term needs and long-term goals, so we work directly with clients to guide, educate, advise and manage their investments.
Our clients have meaningful wealth and their family financial and business needs are often complex in nature. Our commitment to excellence in client relationships demands we truly understand our clients’ personal goals, financial and business circumstances, investment objectives, tax issues and tolerance for risk. We customize solutions specific to client needs and objectives. Capital Planning Advisors serves a limited number of clients, focusing on creating lasting and informed relationships.
What We Do
Our multi-disciplinary team has decades of collective experience. In addition to managing assets in the public financial markets, we also offer real estate and private capital investments to clients for diversification and yield enhancement.
Our Team
Our team encompasses the following professionals:
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
- Attorney
- Real Estate Broker
- Business Consultants
Our collective, hands-on approach to wealth management provides our clients with an array of in-house, multi-disciplinary services that deliver creative, integrated solutions.
Our Core Values
At Capital Planning Advisors, we are committed to:
PASSION: We are driven toward excellence in serving our clients
TRANSPARENCY: We are open, clear and direct in our efforts to serve clients
SYNERGY: We work as a team to best represent our clients’ interests
How We Work
We provide personalized financial advice from experts in their fields – not one-sized-fits-all plans. We know that your wealth is uniquely yours and no one knows your family, business, or organization like you do. Our process is to partner with you to create and implement holistic wealth management strategies that grow, preserve and transfer your wealth in alignment with your goals.
As a client, you’re a trusted friend and partner. We believe it is important to develop personal, lasting relationships. We dedicate a team of senior principals to each client to give you direct access to advisors who can personally evaluate any financial need.
