Capital Planning Wealth Management

Celebrating 30 Years of Purposeful Financial Planning

At Capital Planning Wealth Management, our mission is clear: we’re here to serve you.

For three decades now, we’ve been dedicated to providing purpose-driven financial planning, ensuring that you can fully embrace and enjoy life’s journey. As your steadfast partner in all things financial, we’re committed to helping you chart a course toward your present and future aspirations.

Planning for an unpredictable future can feel overwhelming

Worried you’ll run out of money in retirement?

Our experienced team will work to help you feel confident about your financial future.

Need guidance putting together a financial plan for your future?

We’ll guide you through a transparent and robust planning process and tailor a financial recommendations roadmap for you.

Have you considered what might go wrong along the way?

We’ll help you align your choices and decisions so you can focus on enjoying life.

We provide financial planning with purpose, so you can focus on enjoying life

My wife and I have been clients for several years now and we can say that the team here has been invaluable to us when planning for our families future. They are always willing to listen and provide useful advice to us given what our goals and ambitions are.”

Andrew H.Harleysville, PA

“I have had a wonderful experience working with Annie and John over the past several years. They are such a trusted advisor to me and the relationship goes beyond where do we plan to invest my savings. They listen well, provide great feedback, and respond quickly to all of my questions. It really feels like we are planning for the future as a team.”

Caitlin D.Chesterfield, NJ

“Excellent advice and sincerely engaged in our financial planning. The team at Capital Planning always goes above and beyond- answering our questions, addressing our concerns and providing feedback and guidance with respect and personal interest.”

Karen N.Allentown, PA

Andrew H.Harleysville, PA

Caitlin D.Chesterfield, NJ

*The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonial.

Capital Planning has served clients for 30 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

How it works

You deserve to enjoy life, safe in the knowledge you’ve made the right financial decisions.

01 Discover

Visit our office for an informal discovery meeting, we'll answer any questions and ensure you feel comfortable before you commit to anything.

02 Plan

We'll guide you through your personal financial recommendations roadmap, and disclose all costs, so you can feel confident you're making an informed decision.

03 Implement

We'll be there to keep you informed and guide you every step of the way, so you can feel confident you've made the right financial decisions and focus on enjoying life.

I am looking for...

Retirement Planning

For clients in, or nearing retirement

We develop a retirement income strategy working to support your lifestyle and protect you from outliving your money.

Foundational Planning

For clients in their earning years

We help you establish the building blocks upon which your financial future will rest, including insurance protection, estate planning, wealth accumulation and college savings.

We Live to Serve

Investment Planning

Your partners in all things financial

Family Matters

Education Funding I Elderly Care I Estate Taxes

Retirement Planning

Your partners in all things financial

Insurance Planning

Protect your family when it matters most

Tax Planning

It's not what you earn, it's what you keep

Have a question?

Ask us anything about your finances.

How are we different?

Playlist

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.