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Caplo Advisory Services

The Caplo Promise

Empowering individuals as they begin their wealth journey.


At Caplo, we are committed to empowering individuals with financial education to take control of their financial planning, retirement, savings, and budgeting. Through personalized guidance, we aim to transform their financial goals into tangible realities.

Our Services

How Do We Guide You Through Your Financial Journey?

Caplo Advisory Financial Planning
1. Get to Know Caplo

It begins with you getting in touch! After filling out a contact form, a calendar link and a 'Get To Know Caplo' packet will be sent via email.

Caplo Advisory Financial Planning
2. Getting to Know You

Our advisors get to know you personally through in-depth conversations about your financial situation, priorities, and objectives. We take the time to understand your unique needs and financial goals.

Caplo Advisory Pathway to Success
3. Build an Asset Map

We use institutional-level planning software and trusted investment solutions to build custom plans based on your unique financial situation. Diving deep into essential areas like assets, liabilities, family, etc.

Caplo Advisory Financial Planning
4. Think About the Future

Using your financial information and goals, we develop a personalized financial plan with specific recommendations to help optimize your financial well-being. This comprehensive plan provides an overview of your current financial situation and a roadmap for achieving your goals and preparing for life's major milestones.

5. Start Your Journey
Caplo Advisory Financial Planning

By gaining a clear view of your entire financial landscape, we'll have the knowledge to create the plan you need to live the life you want. The start of your journey is implementing those plans into your life. 

Caplo Advisory Financial Planning
6. Check-In

We are here to help! We take pride in our relationships and check in with our clients monthly to keep you accountable and on the right path.

Caplo Advisory Journey Finance

Who Do We Serve?

Business Owners



Other wealth management firms get shy when talking about money. We want to be honest with you. We are a fiduciary. When it comes to investment advice, our financial advisors only act in your best interest and charge a flat advisory asset management fee. 

Annual Advisory Management Fee: .75% - 1.25%
Need a financial plan only? $1,500+

In addition to managing assets, we also provide full service financial planning.

Our full-service planning option covers every aspect of your financial life:


Supporting your current and long-term financial stability.

Investment management:

Balancing risk and reward in your portfolio.

Insurance planning:

Making sure you have the appropriate amount of coverage.

Retirement planning: 

Facilitating the lifestyle you want.

Tax planning:

Minimizing your tax liability as much as possible.

Charitable giving: 

Incorporating charitable donations into your financial plan.

Long-term savings (e.g., college fund):

Making sure you have the appropriate amount of coverage.

*Financial planning services are charged a fixed fee between $500.00 and $7,500.00 depending on the nature of services and the complexity of the financial situation. Alternatively, financial planning can be charged at an hourly rate of $350.00 per hour. Caplo Advisory will provide specific information about fees during the initial consultation.

Ready to Plan Your Future?

Click the Button Below to Fill Out Our Contact Form! We'll Reach Out to You Within 24 Hours!

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