About Capital Planning

Your partners in all things financial.

Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement.

At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life.

"We just wanted to write and THANK YOU both for the fantastic meeting today! We got in the car following our meeting and both gave a huge sigh of relief feeling extremely confident in our relationship with you and the services that you can provide.

It was evident to both of us that you care deeply about what you do and are passionate about providing your clients with excellent customer service. We are very excited about what the future holds! "

Who We Are

At Capital Planning Wealth Management, we help you answer key questions about your finances and use them as a blueprint for designing a financial plan that seeks to establish a financial foundation for the prosperity and security you’ve always envisioned.

Whether you are in the accumulation phase of your life and career or moving into retirement, we have disciplined and targeted processes to guide you toward a plan that aligns with your goals at every life stage.

Our team is dedicated to serving you with competence and care, so you can have confidence that your life’s work has paid off and that you are prepared for the road ahead.

Our Values

Family

As a family-owned firm, we understand what it means to care for one another. We apply that same philosophy to how we care for our clients.

Integrity

Keeping our clients’ best interests at heart, we prioritize transparency and personalized advice.

Trust

Knowing that trust is a privilege and takes time to earn, we invest in the process of building trust and will never take a client’s trust for granted.

Competence

Holding ourselves to a professional standard, we are committed to growing in our area of specialization.

Our Heritage

Our team was founded in 1994 by David Bahnick and John Sullivan, who connected through their shared values and commitment to comprehensive financial planning.

As the financial industry grew in complexity, so too did the issues faced by their clients. The team chose to meet this challenge through specialization with our advisors developing the knowledge and experience to provide independent advice in a particular aspect of wealth management.

Today, each advisor on our team manages the core components of comprehensive financial planning, as well as a niche that demands specialized expertise like Medicare, Social Security, employee retirement plans or divorce issues.

As we help you navigate the financial decisions that have significant implications for your family and your future, we take advantage of our individual skill sets, fully engage the team in the process, and apply our collective knowledge and experience to guide you toward a solution.

The result: a coordinated and collaborative effort to solving the complexities of your situation.

Capital Planning has served clients for 30 years.

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

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.

About Capital Planning

Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement.

At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life.

Who We Are

At Capital Planning Wealth Management, we help you answer key questions about your finances and use them as a blueprint for designing a financial plan that seeks to establish a financial foundation for the prosperity and security you’ve always envisioned.

Whether you are in the accumulation phase of your life and career or moving into retirement, we have disciplined and targeted processes to guide you toward a plan that aligns with your goals at every life stage.

Our team is dedicated to serving you with competence and care, so you can have confidence that your life’s work has paid off and that you are prepared for the road ahead.

Our Values

Family

As a family-owned firm, we understand what it means to care for one another. We apply that same philosophy to how we care for our clients.

Integrity

Keeping our clients’ best interests at heart, we prioritize transparency and personalized advice.

Trust

Knowing that trust is a privilege and takes time to earn, we invest in the process of building trust and will never take a client’s trust for granted.

Competence

Holding ourselves to a professional standard, we are committed to growing in our area of specialization.

Our Heritage

Our team was founded in 1994 by David Bahnick and John Sullivan, who connected through their shared values and commitment to comprehensive financial planning.

As the financial industry grew in complexity, so too did the issues faced by their clients. The team chose to meet this challenge through specialization with our advisors developing the knowledge and experience to provide independent advice in a particular aspect of wealth management.

Today, each advisor on our team manages the core components of comprehensive financial planning, as well as a niche that demands specialized expertise like Medicare, Social Security, employee retirement plans or divorce issues.

As we help you navigate the financial decisions that have significant implications for your family and your future, we take advantage of our individual skill sets, fully engage the team in the process, and apply our collective knowledge and experience to guide you toward a solution.

The result: a coordinated and collaborative effort to solving the complexities of your situation.

Capital Planning has served clients for 30 years.

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

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Retirement Planning

Investment Planning

Tax Planning

Family Matters

Insurance Planning

Client Testimonials

About Capital Planning

Our Team

Our Costs

Contact

Client Login

Blog

College Planning and 529 Plans

About Capital Planning

Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement. At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life.

Who We Are

At Capital Planning Wealth Management, we help you answer key questions about your finances and use them as a blueprint for designing a financial plan that seeks to establish a financial foundation for the prosperity and security you’ve always envisioned.

Whether you are in the accumulation phase of your life and career or moving into retirement, we have disciplined and targeted processes to guide you toward a plan that aligns with your goals at every life stage.

Our team is dedicated to serving you with competence and care, so you can have confidence that your life’s work has paid off and that you are prepared for the road ahead.

Our Values

Family

As a family-owned firm, we understand what it means to care for one another. We apply that same philosophy to how we care for our clients.

Integrity

Keeping our clients’ best interests at heart, we prioritize transparency and personalized advice.

Trust

Knowing that trust is a privilege and takes time to earn, we invest in the process of building trust and will never take a client’s trust for granted.

Competence

Holding ourselves to a professional standard, we are committed to growing in our area of specialization.

Our Heritage

Our team was founded in 1994 by David Bahnick and John Sullivan, who connected through their shared values and commitment to comprehensive financial planning.

As the financial industry grew in complexity, so too did the issues faced by their clients. The team chose to meet this challenge through specialization with our advisors developing the knowledge and experience to provide independent advice in a particular aspect of wealth management.

Today, each advisor on our team manages the core components of comprehensive financial planning, as well as a niche that demands specialized expertise like Medicare, Social Security, employee retirement plans or divorce issues.

As we help you navigate the financial decisions that have significant implications for your family and your future, we take advantage of our individual skill sets, fully engage the team in the process, and apply our collective knowledge and experience to guide you toward a solution.

The result: a coordinated and collaborative effort to solving the complexities of your situation.

Capital Planning has served clients for 30 years.

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

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

College Planning and 529 Plans

Many financial questions will arise throughout your lifetime, from building your financial foundation, to protecting your family and being financially independent throughout your retirement.

At Capital Planning, we provide financial planning with purpose, so you can focus on enjoying life.