We are very proud to announce that Capital Planning Advisors has been identified as a “top 50 RIA to watch” by AdvisorHub, a well-known periodical and resource in the financial services industry. According to AdvisorHub, our team is ranked 23rd of the top 50 RIAs to watch across the country and has “achieved scale without compromising level of service while maintaining healthy growth.” We remain committed to integrity and excellence and working with you as a team!

While the formal recognition from the industry is very nice, we know that we need to continue working hard each and every day to maintain your trust and confidence.

Here’s the link, if you would like to read it: