Home Page

Specializing in investment management, retirement & estate planning, and services for trustees.

ESTABLISHED IN 1984

Capital Financial Planners, LLC is an Oregon-based, independent Financial Planning and Investment Management firm providing compassionate, educational financial advice to a select group of clients in the Pacific Northwest and around the country.

MISSION

Our mission is to partner with clients to help them invest with purpose by understanding and helping them pursue their vision of financial success.

Securities and Advisory Services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member of FINRA/SIPC and an SEC Registered Investment Advisor.

One or more advisors at Capital Financial Planners are licensed to provide advisory services to residents in the following states: AZ, CA, HI, ID, IL, MT, NC, NM, OR, PA, UT, WA, and WI. Barry Nelson and Chad Campbell are licensed to offer securities in the State of Oregon.

This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.