About The Capital Planning Group, Inc.

The Capital Planning Group, Inc. (CPG) is an independent financial consulting firm based in the Research Triangle of North Carolina. It was founded in 1996 by Dennis J. Collins, CFS, CSA * and David S. White, ChFC, CFP® * and joined in 2005 by Mark Wilkinson. * Using a comprehensive approach to financial consulting with a combined 36 years of experience, the firm specializes in investment planning* and risk management programs for individuals and corporations.

Mission To Deliver

"We will provide objective financial counsel, unparalleled service and dependable advice as we help our clients achieve all of their financial potential safely and on time."


For more information about The Capital Planning Group, please feel free to contact us.

© 2001 Capital Planning Group, Inc.
15200 Weston Parkway, Suite 103
Cary, NC 27513
(919) 677-8888
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* Registered representatives, investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC and a registered investment advisor, to residents of NC, VA, SC, GA, TN, CA, NJ, IL, OH & FL. Branch office: 15200 Weston Parkway, Suite 103, Cary, NC 27513. (919) 677-8888.