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Your trust. Our Knowledge.

At Capital Planners we take pride in being your representative while delivering cutting-edge strategies. We give clients the confidence to take control of their lives and guide them to build a clear path to their financial future.

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Our Clients

We maintain strategies across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.

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Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry professionals with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and knowledge.


Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process




We’ll begin by reviewing your financial documents, risk tolerance, and objectives.




Our team will present unique financial strategies designed to match your investor profile.




Life changes? Market volatility? We’ll keep your financial objectives on track every step of the way.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Professional

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

Thank you!