Meet Our Founder Philip J. Capell, CFP®, JD, MS

Our Founder

Philip J. Capell, CFP®, JD, MS in TaxationPhilip J. Capell, CFP®, JD, MS in Taxation

Mr. Capell has been educating and assisting individuals and families with retirement, financial, & estate planning for over 25 years. He focuses on each client’s financial needs, be it capital preserva­tion or growth, income at retirement, and/or tax planning, and provides a comprehensive, per­sonal plan to achieve his client’s objectives.

Mr. Capell builds a portfolio asset allocation suitable to each client’s goals and risk tolerance and then provides ongoing investment management services. Philip is married with two sons and a daughter and is a multi-marathon runner and an Ironman triathlon finisher.

Paladin RegistryIron Man LogoOn Air With Phil logo

Contact us for your free consultation.


College: Cornell University, Ithaca, New York, B.S.

Law School: Washington School of Law, American University, Washington D.C., J.D.

Graduate School: Pace University, New York, New York, M.S. in Taxation

Memberships, Organizations & Offices:

  • National Association of Personal Financial Advisors-accepted Member of the Nation's premier Fee-only Financial Planning organization.
  • Paladin Registry - 5 Star Rated Member.
  • Long Island Financial Advisory Group - Co-founder and Member.
  • Financial Planning Association - Member.
  • Nassau Academy of Law ("NAL"): Past Dean of the Nassau Academy of Law.
  • Nassau County Bar Association ("NCBA"): Member, Past Chairperson of the Attorneys/Accountants Committee and Past Chairperson of the Tax Law Committee, appointed by the Honorable Frank A. Gulotta, Jr.
  • New York State Bar Association ("NYSBA') Member, Past Chairperson of the Financial Planning Committee of the Elder Law Section and Past Member of the New York State House of Delegates.

Community, Articles & Pro Bono Activities:

  • Monthly Guest speaker on Hofstra University's Bottom Line Benefit Talkshow (WRHU 88.7 FM) & past guest on the Radio Talkshow (WHPC, 90.3 FM) concerning various issues such as Retirement Planning & Retirement Income, Financial Planning, Charitable Planned Giving and Year-end Financial & Tax Planning.
  • Lectured for the following financial and civic associations on various Retirement, Financial, Tax and Estate planning topics on numerous occasions, including but not limited to: Charles Schwab, Merrill Lynch, HSBC, MorganStanley (f/k/a Salomon SmithBarney), HSBC (f/k/a Republic National Bank), GreenPoint Bank, Mutual of New York Insurance, New York Life Insurance, MetLife Insurance, American Cancer Society, the New York State Society of CPAs, the New York State Bar Association, and the Nassau County Bar Association.
  • Printed in several publications, including, Financial Planning Magazine, Long Island Business News, Nassau Lawyer, New York State Bar publication on various investment and financial planning topics.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Piermont is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data). No ranking or recognition should be construed as a current or past endorsement of Piermont by any of its clients. ANY QUESTIONS: Piermont’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

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What You Can Expect

When You Work With Piermont Wealth Management
  • A team of financial professionals with more than 25 years of experience.

  • Unique counsel and guidance from an attorney turned Certified Financial Planner®.

  • Comprehensive financial planning services for any investment portfolio.

  • Independent advice that adheres to all state laws and federal regulations.