About Us
Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.
With a deep understanding of the unique personal and financial challenges facing high-net-worth individuals and families, we provide customized financial planning strategies that are designed to help ensure our clients grow and preserve their wealth over time.
Our expertise includes retirement income planning, investment portfolio development, strategic tax planning, estate and legacy planning, insurance planning, equity compensation and other executive benefits. We leverage that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face.
In short, we act as a thinking partner for our clients who seek to understand the best ways to save, spend, and invest their resources on the way to reaching their financial independence goals.
Our Founder
Malcolm Ethridge is the founder and managing partner of Capital Area Planning Group. As a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA), Malcolm has a passion for helping high-net-worth families and individuals navigate the complexities of investing for tomorrow, while also making informed decisions that enhance their financial well-being today.
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As a business owner and busy professional himself, Malcolm is very much attuned to the time constraints of balancing career and family. His goal as a financial planner is to take the stress associated with making large financial decisions off the shoulders of his clients and give them back the time it would take to effectively manage their personal finances themselves.
In addition to his duties as a financial planner, Malcolm is an on-air contributor at CNBC, providing commentary on the market news of the day. You can catch him on any of the daily shows, as well as special broadcasts, typically dissecting corporate earnings news and other headlines related to tech.
Our Culture & Values
At Capital Area Planning Group, we are fiduciary financial planners who take pride in the work that we do on behalf of our clients. We understand that our clients trust us with some of the biggest decisions they will ever make, and that is a responsibility that we do not take lightly.
We are proactive in our guidance, ensuring that our clients are always informed and confident in what comes next in their financial journey.
We believe in a holistic approach to financial planning, considering every aspect of our clients' financial lives, not just their investments.
We are committed to continuous learning and growth, which helps us to stay ahead of the curve in an ever-changing financial landscape.
Our Partnership with Charles Schwab
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. They are registered with either the Securities and Exchange Commission or state securities regulators.
In partnership with Charles Schwab, RIAs are able to maintain their independence, offering clients best in class service and unbiased advice, while also offering their clients peace of mind knowing that their investment assets are being looked after by one of the most trusted names in finance.