OUR MISSION
We are committed to helping our clients have peace of mind and the freedom to do what they truly value.
OUR FINANCIAL PLANNING FIRM
Capelli Financial Services, Inc. is located in the Birmingham, MI area, but we’re a nationally acclaimed private wealth management firm providing financial planning and asset management services to individuals and families.
Clients choose, and stay with, Capelli Financial Services, Inc. because they appreciate the unique expertise, experience, ethics and care they receive no matter what their needs. Clients know that their investments are aligned with retirement and estate plans, have tax efficiency and that risk management is a priority.
HISTORY
When Marilyn Capelli Dimitroff, CFP®, a successful stock broker, became a Certified Financial Planner® professional, the tumblers fell into place. She realized that investing without financial planning was dangerous and that financial planning without investing was impractical. She had a vision of providing real life, workable financial counsel to clients with financial resources – at a reasonable cost.
Capelli Financial Services, Inc., a SEC Registered Investment Advisor firm, was founded by Marilyn in 1994 to deliver on her client-centered focus and passion for clients’ well-being. The introduction of independent custodians like Schwab in the early 1990s provided an ideal business model that enabled us to pull together life’s many complex financial components and ensure that clients’ interests come first.
We’re proud of our history but we’re never satisfied. Instead we energetically seek and apply effective resources, tools, strategies and ideas to continue exceeding client expectations.
Our firm and employees have continually received prestigious recognition and awards but our greatest satisfaction is the feedback from our clients telling us they have found clarity, confidence and comfort through our process.
