Capital Planning Wealth Management Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Capital Planning Wealth Management operates in the financial services sector, offering planning-focused guidance for individuals and families. The firm helps clients establish a financial foundation, protect loved ones, and pursue retirement security, aiming to support daily life with structured, thoughtful planning. Services are provided on a fee-based basis through LPL Financial, a broker-dealer that does not offer proprietary investments and relies on independent research and fiduciary standards to inform recommendations.

Investment advice is delivered through Private Advisor Group, a Registered Investment Advisor, while financial planning services come from Capital Planning Wealth Management, another Registered Investment Advisor. The organization structures these offerings via separate entities from LPL Financial and serves clients from its Center Valley, Pennsylvania location with a small to mid-sized team.

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