Specializing in wealth accumulation, asset management, retirement & estate planning, Capital Financial Planners, LLC provides personalized solutions and counsel where life and finances intersect.
ESTABLISHED IN 1984
Capital Financial Planners, LLC is an independent*, fee-based investment management and financial planning firm located in Salem, Oregon. We provide personal wealth management and trustee advisory services to clients in the Willamette Valley and beyond. Our services include retirement planning, investment management, advisory services for trustees, hourly financial planning and more. We take a holistic and collaborative approach, working not only as our clients’ financial advisors, but as their financial partners.
To establish collaborative, long term, quality client relationships by providing the highest level of personalized wealth management and financial planning services with competence, integrity, and compassion.