Capital Management Partners | Financial Planning/Wealth Mgmt


Your Seasoned Captains

At Capital Management Partners, we serve as your experienced guides providing skills and resources for wealth accumulation, management, and preservation.

Working closely with our clients, we create the foundation for a long-term relationship based on trust, integrity, and financial guidance to help clients pursue their goals and objectives.

Successfully Steering People Like You

We are an independent financial advisory firm that specializes in serving the needs of people who care about their financial success, business owners and their employees, educators and administrators, medical professionals, and socially responsible investors.


Individuals and Families

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Business Owners and Retirement Plan Sponsors

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Retirement Plan Participants

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Educators and Administrators

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Medical Professionals

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Socially Responsible Investors

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A Wealth of Knowledge

Get the guidance to pursue the financial
future of your dreams.

The members of our team offer individualized strengths that
complement each other. We help contribute to the overall stability
and success of your plan.

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A Firm That Cares

With the Capital Management Partners approach, you benefit from the insights, strategies, and knowledge of our seasoned financial advisors. Through the ups and downs of your journey, we’re here to offer our support and guidance.

Meet Our Team​​