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      Details

      "Making a Difference in Your Future"

      General Info

      Since 1993, Capital Planning & Investments has been providing financial advice and diversified financial solutions for a wide range of consumers and businesses. We are committed to helping our clients maximize their ability to achieve their personal long-term financial goals and objectives. Capital Planning & Investments advisors work with each of our clients to provide individualized, personal solutions. Capital Planning & Investments’ financial advisors assist our clients in growing their assets, in conserving and managing their wealth and to enhance, design and protect their family or individual lifestyle options. We take pride in delivering an unprecedented level of personalized service to each of our valued clients.

      HoursCLOSED NOW
      Regular Hours:
      Mon - Thu
      Fri
      Sat - SunClosed

      Contact Info

      Phone:

      Main - 703-352-3337

      ExtraTollFree - 888-778-2425

      Address:
      4084 University Dr Ste 101 Fairfax, VA 22030
      Email:

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      Categories
      Financial Planners, Financial Planning Consultants, Financing Consultants, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Wills, Trusts & Estate Planning Attorneys
      Services / Products
      Individual Planning Services: Financial Planning Asset Evaluation, Monitoring, and Management Cash Management Fee Based and Hourly Advisory Services College Funding Analysis/Programs Custodioal Account Investing Employee Benefits Analysis Federal/Municipal Employee Benefits Guidance Insurance Analysis, Evaluation, and Recommendation Investment Analysis and Selection IRA, Roth IRA, and IRA Rollovers Pension Plan Distribution Analysis Retirement Planning Tax Advantaged Investing Life, Disability, & Long-Term Care Insurance Business Planning Services: Qualified Retirement Plans Business Continuation Planning Buy/Sell Analysis and Recommendation Non-Qualified Retirement Plans Small Business Group Benefit Programs
      Accreditation

      Central Fairfax Chamber of Commerce

      College for Financial Planning - Advisor Referral

      Financial Planning Association

      Financial Planning Association - Advisor Source

      National Capital Area Chapter of the FPA

      Data provided by one or more of the following: Thryv, Data Axle, Yext.