Mountain Capital Planning is a financial planning firm founded by Kyle McDermott, CFP® and AIF®, serving clients from its office in Penfield, New York. The firm focuses on personalized, proactive strategies designed to help individuals and businesses pursue financial goals with confidence. Its services include business planning to support growth, protect financial health, and prepare for leadership transitions; retirement planning to help clients build savings and manage retirement income; legacy planning to align the transfer of assets with personal values and priorities; and insurance planning to address financial risks and help prepare families for the future.

Mountain Capital Planning emphasizes integrity, expertise, tailored guidance, and trusted client relationships, and reports more than 15 years of experience. Securities are offered through Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer, while advisory services are offered through Cambridge Investment Research Advisors, a registered investment adviser. The firms are separate and independently owned and operated.

Fixed insurance services are offered through Mountain Capital Planning