Our Qualifications

Capital Planning & Investments and our affiliates, Burt Capital Management and The Wealth Advisory Group have a combined experience of 107 years serving clients in Atlanta and the Southeast.  Our experience, in combination with industry awards, designations and academic credentials, has prepared us well to continue to serve our clients with capability and confidence.  

While credentials and competence are critical, the real acid test of an advisor's qualifications is his ability to meaningfully connect with the people he serves.  Old fashioned virtues of honesty, integrity and the true concern for the welfare of those we serve have attracted people to our advisors and sustained enduring relationships.  We want to continue that tradition and keep our focus on you and your concerns.