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Naeny Capital Management Group, lnc.

T. Carter Naeny, CFP®

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Let us help you navigate your financial future.

 

Welcome to

Naeny Capital Management Group, lnc.

 

The firm works with both individuals and businesses in the Mid-Atlantic region and beyond. Naeny Capital provides confidential, personalized financial services and leading edge independent investment research through their broker-dealer, LPL Financial. 

Individual clients begin the financial planning process with confidential in-depth questioning and fact finding about their short and long term goals, a current portfolio review, risk tolerance concerns and investing values. After a comprehensive study, financial strategies and products are then proposed and explained. This may include risk management insurance plans, investment and savings plans, education funding, gifting, tax strategies, retirement and estate plans. Implementation of the plan with unbiased independent financial products follows with ongoing portfolio management and client reviews.

Business clients usually address specific needs in employee benefits such as group health, life, disability*, buy-sell agreements and executive bonus plans. Naeny Capital specializes in retirement planning utilizing Simple IRA's, SEP IRA's, Profit Sharing, 401-K and pension plans.  

T. Carter Naeny is personally concerned with his clients and their employees pursuing their retirement goals through group education and individual reviews.

Financial planning and wealth management services are provided through LPL Financial, a Registered Investment Advisor Member FINRA/SIPC.

*We do not offer these services, but can assist with providing a referral.