Capital Area Planning Group is a boutique registered investment adviser based in Washington, D.C., serving high-net-worth individuals and families, including senior managers and executives navigating major financial or career decisions. The firm provides financial planning and investment management through a proactive, holistic approach designed to bring a household’s financial life into a coordinated plan.

Its five-meeting onboarding process helps clients identify and prioritize financial goals, then translates them into a step-by-step action plan. Advisers review documents such as tax returns, investment statements, equity compensation agreements, insurance contracts, mortgage statements, and workplace benefits before providing observations and recommendations. Services integrate tax preparation and estate planning with investment strategy, and can account for outside brokerage and 401(k) accounts.

The firm describes itself as a fiduciary that does not sell financial products, emphasizing unbiased advice and transparent, flat-fee pricing. Its planning services are particularly suited to accredited investors, though it works with clients across professions and offers virtual meetings in all 50 states as well as in-person service.