Broker Check

Firm Values

Building Great Estates, One Financial Plan At A Time

Mike Capriotti is an independent financial advisor with offices in Vineland & Somers Point New Jersey, serving individuals and families in the New Jersey, Pennsylvania, and Delaware tri-state area. As an independent advisor, Mike is supported by LPL Financial, the nation’s largest independent broker/dealer*, providing state-of-the-art technology and a suite of customized services and resources.

As a financial planner with a specialized expertise in estate planning and a holder of the Certified Estate PlannerTM (CEP®) designation, our role goes beyond putting together a financial plan and managing your assets.  This makes our firm quite distinct from others in the industry.

At Capriotti & Co., the firm seeks to work by several core values, including:

  • Create a culture of excellence and integrity
  • Think long term
  • Always do the “right” thing
  • Exercise good judgment with objectivity and impartiality

After years of surveying clients, Mike has committed significant resources to providing the services and features that are important to them, including:

  • Competent and professional staff
  • Accessibility of top management
  • Regular reporting of investment results
  • Easy-to-understand statements
  • Comprehensive guidance
  • Working with clients’ other advisors, including attorneys and CPAs

*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.