Financial Advisors
Chevy Chase, MD
Capital Financial Planners is an independent financial advisory firm specializing in retirement and investment planning for federal government employees and private sector workers. Led by CFP® certified advisors with deep expertise in FERS, CSRS, TSP, and federal benefits, they provide comprehensive financial planning including investment management, Roth conversions, tax strategies, Social Security guidance, and estate planning. Their team cuts through generic advice to deliver personalized strategies tailored to each client's specific situation.
Ideal for: Federal government employees, Private sector workers planning retirement, High-net-worth individuals seeking tax-efficient strategies
Service area: Chevy Chase, MD and surrounding areas
Federal Employee Specialization: Deep expertise in FERS, CSRS, TSP, and federal retirement benefits with advisors trained to help federal employees navigate complex government retirement systems.
CFP® Certified Team: All advisors hold CFP® certifications, ensuring they meet rigorous fiduciary standards and continue professional education in financial planning.
Comprehensive Planning Approach: Offers investment management, tax strategies, Roth conversions, Social Security guidance, and estate planning—a full-service approach beyond basic retirement advice.
Address: 2 Wisconsin Cir #700, Chevy Chase, MD 20815
Phone: (240) 316-3956
Website: capitalfinancialplanners.com
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