Capital Planning, LLC is an independent, employee-owned Registered Investment Advisor (RIA) firm dedicated to providing integrated wealth management services. The firm operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. Their services encompass financial planning, investment management, retirement planning, estate planning, and tax strategies, aiming to provide a holistic approach to managing their clients' financial lives. Founded with the goal of eliminating the conflicts of interest found in traditional brokerage models, the firm focuses on building long-term client relationships based on trust and transparency.

Founded in

United States