Capital Planning
At Capital Planning, our mission has always been to provide clients with impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge, having worked in the industry for an average of 25 years and with us for 15 years. This provides our clients with the confidence to trust us.
As a fee-based registered investment advisory firm, we are able to offer the best solutions to our clients. We are an independent company, so our team works solely for our clients’ interests, offering objective advice. Through our experience and tried-and-true strategies, we can help clients plan for retirement, the sale of a business or creating a family legacy.
Related Merchants
Ivanhoe Capital Advisors
Ivanhoe Capital Advisors is a transaction advisory firm that provides tailored solutions to small and mid-sized businesses and investors throughout the U.S. We have over 60 years of combined experience in the industry, and can help companies in a variety of niche markets, such as franchises, hospitality, manufacturing, medical, retail, and IT. We understand the unique challenges that come with owning a business, and provide solutions no matter what the roadblock may be—whether it's limited industry experience, bankruptcy, tax liens, or low credit scores. Our team can assist with over 35 business and commercial real estate solutions, including: Stated Income Loans, Franchise Financing, Commercial Real Estate Loans, SBA Loans, Fix & Flip Financing, Commercial Bridge Loans, Start-Up Business Loans, Unsecured Business Lines of Credit, Commercial Hard Money Loans, Accounts Receivable Financing, and Term Loans. Our services are fast and innovative, and we strive to provide personalized support for our clients. With Ivanhoe Capital Advisors, you can trust that our outside thinking and inside knowledge will help you find the right solution for your business needs. We simply know how to put commercial deals together!
Capital Planning
At Capital Planning, our mission has always been to provide clients with impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge, having worked in the industry for an average of 25 years and with us for 15 years. This provides our clients with the confidence to trust us. As a fee-based registered investment advisory firm, we are able to offer the best solutions to our clients. We are an independent company, so our team works solely for our clients’ interests, offering objective advice. Through our experience and tried-and-true strategies, we can help clients plan for retirement, the sale of a business or creating a family legacy.
Sensenig Capital Advisors
At Sensenig Capital Advisors, we offer comprehensive financial planning and unbiased investment management services to help our clients reach their financial life goals. Our mission is to provide private wealth management solutions that are tailored to the individual needs of our clients and help them make the most of their resources. Our team of experienced professionals specializes in developing plans that combine financial planning and investment management to ensure that our clients have the necessary means to achieve their dreams. We provide a personal relationship with our clients, taking into account their individual needs and goals and ensuring that their investments are managed in such a way as to maximize their financial health.
Barnett Capital Advisors
Barnett Capital Advisors is a financial advisory firm based in Miami, Florida that offers comprehensive wealth management services to clients not only in the local area but across the United States. Services include financial planning, retirement planning, investment management, managed accounts, and insurance. The team of advisors are committed to helping clients reach their goals by providing sound financial advice and guidance. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.
Silver Birch Capital Advisors
Silver Birch Capital Advisors is a comprehensive financial services firm dedicated to helping people and businesses reach their financial goals. Our team of experts are committed to providing clients with an array of solutions, including business acquisition and sales, bridge loans, 401k implementation and advice, estate planning, retirement planning, educational planning, and investment advice. Furthermore, we strive to be trusted advisors, offering sound advice and guidance so that our clients can identify their objectives and make informed decisions. With our extensive experience and expertise, we can help you take the necessary steps to reach your financial goals.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.
Newhaven Capital Advisors
At Newhaven Capital Advisors, we are a trusted financial advisory partner, offering fee-only planning, business consulting and investment management services. Our team has an extensive experience in CPA profession and company financial management, as well as a deep understanding of the financial markets. We are an independent firm – not affiliated with any bank, brokerage or insurance company – and we do not sell any products nor accept commissions or referral fees. Our mission is to provide our clients with world-class services that are always in their best interest.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.