Capital Area Planning Group
We offer financial planning and investment management services to senior managers and executives in tech.
5.0
Average rating
2
Client Reviews
0.25% to 1.5%
Percentage of Assets (AUM)
$0
Minimum Annual Income
$500K
Minimum Investible Assets
What Our Clients Say
5.0
2 Client Reviews
Phil Marcus
January 7, 2026
Client from 2019 - 2022
5.0
Reason for working with Capital Area Planning Group
Referred from a friend and highly recommended
Experience working with Capital Area Planning Group
Fantastic - they were knowledgeable, personable, and developed individualized financial plans for each client. Nothing was cookie cutter or off the shelf
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
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Brandon Artis
December 12, 2025
Client from 2020 - 2021
5.0
Reason for working with Capital Area Planning Group
I was very aware of their skillset and expertise. I saw them appear on CNN with knowledgeable insights and discussion points which gave me confidence that I would receive the guidance I needed to hit my financial goals.
Experience working with Capital Area Planning Group
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.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
{ "@context": "https://schema.org", "@type": "Review", "reviewBody": "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.", "author": "Capital Area Planning Group", "reviewRating": { "@type": "Rating", "ratingValue": "5.0" } }
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Financial Requirements
Minimum Investible Assets
$500,000
Minimum Annual Income
N/A
Specialties We Work With
Services We Offer
✔ 401(k) & IRA Management
✔ Estate Planning
✔ Executive Compensation
✔ Individual Tax Services
✔ Real Estate Advisory
✔ Investment Management
✔ Stock Option Planning
Our Ideal Client Profile
Our ideal client has a complex financial situation that requires expertise in tax and executive compensation.
How We Work
1
INTRODUCTORY PLANNING MEETING (Complimentary)
Designed to help us gain a high level understanding of your financial goals, expectations, and timeline.
2
FINANCIAL PLANNING KICKOFF MEETING
Designed to help us gain a more in-depth understanding of your current financial situation.
3
MONEY PSYCHOLOGY MEETING
Designed to help us gain an understanding of your attitudes and beliefs surrounding money.
4
INVESTMENT PLANNING MEETING
Designed to help us determine the appropriate mix of stocks, bonds, and other asset classes within your investment portfolio.
Behind The Scenes At Capital Area Planning Group
The Malcolm On Money Guide to RSUs
CAPG Fees & Services
Transparent Pricing
Assets Under Management Fee (Billed Monthly)
0.25% to 1.5% Percentage of Assets (AUM)
We use a tiered fee structure, depending on the total assets under our management.
About Capital Area Planning Group
Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.
With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.
Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.
In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.
With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.
Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.
In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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