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Welcome to Capital Financial Planning!

Discover the Difference That Independent Thinking Makes:

  • Founded in 2003, we are headquartered in Albany, New York.
  • We are pleased to assist you with your financial goals including retirement, education, risk management and legacy planning.
  • We offer hometown service with global reach. Please visit our group locations in Albany, NY or one of our community locations.
  • Our only agenda is that of our clients - we are not bound by any product quotas or minimums. What is right for you is right for us.
  • We are dedicated community volunteers and leaders, making a difference in the communities where we live and work.

We look forward to working with you toward your financial objectives.   How can we assist you?

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Our Firm

Capital Financial Planning is a distinctive place to do business. We are large enough to be effective but small enough to provide a highly personalized client experience.

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Capital Financial Planning

 We offer customized investment advice, financial plans, wealth management, and investment advisory services through Capital Financial Planning, our Registered Investment Adviser firm.

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Meet Our Advisors

To be connected to any adviser throughout our network, please visit the financial professionals page to link to contact information.

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Products & Services

We consider investment products a “means to an end”, the tools we use to address your objectives. Because we are not subject to product quotas or minimums, our only agenda is that of our clients.

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