Capital Area Planning Group
5.0 stars · 2 reviews · Serves Nationwide · Specializes in Business Executives, Equity Compensation, High Net Worth Individuals
We offer financial planning and investment management services to senior managers and executives in tech.
Services
- 401(k) & IRA Management
- Equity Compensation
- Estate Planning
- Executive Compensation
- Individual Tax Preparation
- Investment Management
- Real Estate Advisory
- Stock Option Planning
Pricing
- Subscription — $7,500 monthly
- Percentage of Assets (AUM) — 0.25%–1.5% of AUM
Reviews
Phil Marcus
5 stars
2026-01-07T13:04:21.001+00:00
Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf
Brandon Artis
5 stars
2025-12-12T20:06:08.223+00:00
They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon.