Fiduciary Financial Advisor Serving Raleigh NC Metro
Client-focused fiduciary advisors located in Cary, NC
Your Path to Financial Clarity
At Great Plans Capital Management, we provide personalized financial planning and investment management designed to help individuals, families, and small businesses make confident decisions about their future.
COMPREHENSIVE WEALTH MANAGEMENT SOLUTIONS
Integrated planning for every stage
Investment Management
We design and actively manage customized portfolios that reflect your goals, timeline, and comfort with risk while focusing on long-term growth.
Financial Planning
Our holistic plans connect every aspect of your finances, creating a clear roadmap for building and preserving your wealth.
Retirement Planning
We help you prepare for a retirement where work becomes optional, ensuring you can enjoy financial freedom on your terms.
Insurance Solutions
Through our partner firm, we offer life, disability, and annuity options that complement your overall financial strategy.
Small Business Services
From retirement plans to cash flow strategies, we support business owners in building security for themselves and their employees.
Tax & Estate Coordination
We collaborate with trusted tax and legal professionals to integrate your investments, estate documents, and long-term strategies.
Independent, client-first financial guidance
We are a fee-based firm committed to acting in your best interests at every step. Based in Cary, we serve clients throughout North Carolina and virtually beyond. Our team values long-term relationships, transparency, and personalized planning that reflects your unique goals. Learn more about our story and values to see what sets us apart.
- Personalized Service: Tailored guidance with the focus and flexibility of an independent firm.
- Client-Centered Philosophy: Your goals shape every recommendation we make.
- Collaborative Network: Partnerships with trusted tax and estate professionals for complete planning.
Clarity, collaboration, and ongoing guidance
See How We Work
Personalized Planning > Every plan begins with understanding your story and tailoring strategies to your unique goals.
Fee-Based Advisory Model > Transparent pricing keeps our recommendations aligned with your best interests.
Modern Technology > Visual financial maps and risk analysis tools make complex decisions easier to understand.
Ongoing Support > Regular reviews and proactive updates keep your plan on track as life evolves.
START PLANNING YOUR FUTURE TODAY
Serving clients across North Carolina and beyond
Whether you are planning for retirement, building a business, or seeking comprehensive financial guidance, our fiduciary financial advisors are here to help you create a roadmap for lasting confidence. Let’s start a conversation about your goals and build a plan designed for you.