Founded by Brandon Renfro, Ph.D., CFP®, Capital B Financial Planning, LLC operates as a fee-only Registered Investment Adviser. This structure means the firm is compensated solely by its clients, avoiding commissions and aligning its interests with those it serves under a fiduciary standard. The company specializes in creating personalized financial plans and managing investment portfolios, with a particular focus on clients who are nearing or already in retirement. Their mission is to provide clear, professional, and client-centered financial guidance to help people achieve their long-term financial goals.

Founded in

United States