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Capital Financial Planners, LLC provides personalized solutions and counsel wherever life and finances intersect. We specialize in wealth accumulation, asset management, retirement & estate planning, and trustee advisory services.

ESTABLISHED IN 1984

Capital Financial Planners, LLC is an independent*, fee-based investment management and financial planning firm located in Salem, Oregon. We provide wealth management and 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.

MISSION STATEMENT

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.