A complete list of active advisors currently associated with Capital Area Planning Group
Warmer can help you find a great advisor at Capital Area Planning Group or one who fits your needs even better.
Capital Area Planning Group provides discretionary investment management, ongoing financial planning, and employee benefit plan advising to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm also offers tax preparation and planning services and makes insurance and other financial products available to clients through affiliated entities. The firm constructs customized, actively managed portfolios using principles of modern portfolio theory and fundamental analysis, and tailors allocations based on client suitability, tax considerations, and written client restrictions. CAPG implements ongoing supervision and periodic rebalancing across common asset types including equities, fixed income, mutual funds, and ETFs, and reports performance and portfolio summaries at least annually. What distinguishes CAPG from many peers is its integration of other financial services under common ownership: the adviser’s principal is an IRS Enrolled Agent and the firm is affiliated with tax preparation, mortgage brokerage, and insurance businesses, with tax preparation included as an option within its financial planning engagements. These affiliations and the availability of insurance and mortgage services present potential conflicts of interest that the firm addresses through disclosure, documented suitability determinations, and by allowing clients to decline affiliated services.
To learn more about the advisors currently working at Capital Area Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Washington, DC
| 14
| |
Washington, DC
| 0
| |
Washington, DC
| 1
|
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