WealthOne Celebrates 20th Anniversary

May 06, 2023

WealthOne (f/k/a Capital Financial Planning) celebrated our 20th anniversary on 5/5/23.  With extreme gratitude to our clients, advisors, and associates, we are honored to celebrate the 20th anniversary of our firm on May 5, 2023. Thank you for playing an important role in our past, present, and future. We feel privileged to be a part of your lives and that you entrust us to work with you toward your goals. We look forward to continuing our work as a distinctive organization.