Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.

With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.  

Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.

In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.

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Capital Area Planning Group

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Capital Area Planning Group

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