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Capital Planning Wealth ManagementFinancial advisor in Allentown, PA

Capital Planning Wealth Management is a financial advisor at 4505 Saucon Creek Rd Ste 100, Center Valley, PA 18034, ranked #4 of 73 financial advisors in Allentown and rated 5.0 from 51 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Allentown, PAUpdated 0 paid placements in any rankingHow we rank

Call (610) 871-3500Website ↗

Key facts

Key facts about Capital Planning Wealth Management
Address4505 Saucon Creek Rd Ste 100, Center Valley, PA 18034, Allentown, PAGet directions
Phone(610) 871-3500
Websitecapital-planning.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 51 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Allentown and 8 towns within 25 miles: Bethlehem, Emmaus, Fullerton, Whitehall Township, Easton, Lansdale, Montgomeryville and Limerick.

Based in Allentown, PAView on map

Opening hours

Opening hours for Capital Planning Wealth Management
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Capital Planning Wealth Management

How is Capital Planning Wealth Management ranked in Allentown?

Capital Planning Wealth Management is ranked #4 of 73 financial advisors in Allentown by RFA Score, with 75 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Capital Planning Wealth Management’s hours?

Capital Planning Wealth Management is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Capital Planning Wealth Management serve?

Serves Allentown and 8 towns within 25 miles: Bethlehem, Emmaus, Fullerton, Whitehall Township, Easton, Lansdale, Montgomeryville and Limerick. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Capital Planning Wealth Management?

Capital Planning Wealth Management has a rating of 5.0 from 51 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Capital Planning Wealth Management?

Call Capital Planning Wealth Management on (610) 871-3500. The business is at 4505 Saucon Creek Rd Ste 100, Center Valley, PA 18034, Allentown, PA. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Capital Planning Wealth Management compared with nearby businesses
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Capital Planning Wealth Management (this business)—755.0 (51)NoNo
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