Our Firm

Capital Assets Planning, Inc. (CAP) is a Registered Investment Advisor firm. Since 1986, CAP has provided comprehensive financial planning, tax-advantaged planning and investment supervision services to US citizens and US Resident Aliens living all over the world.   Our clients include employees of the US Department of State, USAID, Peace Corps, UN/World Bank organizations, and International Development Consulting firms.

We offer comprehensive financial planning, tax-advantaged planning services for a flat fee.  We offer investment advice and/or investment management for an asset-based fee or for a fee-offset-by-commission arrangement.

The CAP office is located in Annapolis, MD.  We may also schedule meetings via conference call or SKYPE.

We will be glad to send you a more detailed introduction to our practice, including our philosophy of client service, if you Click Here to Contact CAP