Planning Capital Management 1500 East Lancaster Avenue, Paoli, PA 19301

Planning Capital Management is a finance institution located at 1500 East Lancaster Avenue in Paoli, Pennsylvania. Our mission is to build meaningful and lasting personal relationships that form the basis for your financial planning. We value independent financial thinking and predictable cash-flow modeling, and are dedicated to helping you find a purposeful path forward.

Our team believes that financial planning should be an integral part of your daily life, providing purpose and hope for both big moments and small ones. We offer assistance in a variety of areas and are constantly exploring and writing about trending financial topics on our blog.

By combining the art of getting to know people with the science of analyzing financial information, we are able to create a clear roadmap plan that shows you where you are, where you are going, and how you will get there. Our plans are dynamic and can be implemented in real time.

As a fiduciary, we manage and oversee all of our clients' assets without any restrictions from an overarching organization. This allows us to be creative and flexible in our planning approach. Our unique relationship-driven model is reflected in our pricing structure, ensuring unbiased decision-making and open communication.

Planning Capital Management Corp. is a Registered Investment Advisor with additional locations in Philadelphia, Center Valley, Marlton, and Doylestown. Visit us at one of our offices to begin your journey towards a purposeful financial future.