..:: Capital Planning Group ::..

About Us

Founded in 1999, Capital Planning Group grew out of a partnership between a property and casualty insurance agency, Seitlin & Co., and accounting firm, Mallah Furman & Co. Both Mallah Furman and Seitlin successfully offered clients in their respective fields the highest degree of professional expertise and advice and unparalleled customer experience. The goal in creating Capital Planning Group was to establish a financial planning firm with these same high service standards.

The outcome was Capital Planning Group, which actively began recruiting Certified Financial Planners™ based on areas of specialization that would allow virtually every aspect of a client's financial plan to be handled in-house. Since its founding in 1999, Capital Planning Group has amassed over $277 million in Advisory Assets. In addition to a steady stream of referrals by satisfied clients, Seitlin and Mallah Furman both continue to recommend Capital Planning Group to their clients.

UCFA’s web site does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the United States or any country where the firm is not registered, notice filed, or exempt. Apex Wealth Management Group is a division of United Capital Financial Advisers, LLC. (UCFA), provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions. Past performance of markets and other data are no guarantee or indicator of future results. UCFA does not offer tax or legal advice please consult your tax adviser or legal counsel.

Fraudulent websites (phish or spoof websites)
We urge you to protect your online financial activity and deal only with firms you know to be legitimate. Online fraudsters may attempt to direct you to fraudulent websites via email and pop-up windows. These websites are used to try to steal your personal information. One way to detect a phony website is to consider how you got to the site. You may have followed a link in a fraudulent email requesting your personal information. Therefore, you should not click on any links in suspicious emails or pop-up windows. Please be aware that this site is the only official website of United Capital Financial Advisers, LLC. (UCFA), United Capital Financial Partners, Inc. (UCFP) and its affiliates. We do not allow other websites to affiliate with us, and you should not trust any other websites which claim to be affiliated with UCFA.

Securities Offered Through Girard Securities Inc, member FINRA/SIPC. Girard Securities, Inc. is not affiliated with UCFA.