Caplan Financial Group is a nationally respected wealth management firm committed to delivering to our clients customized planning for the entirety of their financial affairs. We are committed to serving our clients in a way that best addresses their unique circumstances, sensitivities and concerns.
Clients of Caplan Financial Group work directly with the principals of the firm who are intimately familiar with the financial affairs of each client. This interaction is the key element of our service delivery. Only with highly personalized attention can we provide what we know is truly effective financial planning.
Our planners have over 70 combined years of technical experience in key financial planning disciplines: asset management, taxation, insurance, estate planning, accounting and law. Our understanding of the constantly evolving financial landscape allows us to anticipate changes, generate innovative ideas and implement effective strategies for our clients. We are here to create a coordinated financial plan, to monitor the effectiveness of the plan and to make our clients' financial lives easier. Since 1992, Caplan Financial Group has worked hard to earn and reward the trust of our clients. Let us put our expertise and knowledge to work for you.