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 1996-2018, based on total revenue.

Meet Michael

Michael Capriotti, MCEP®

856-300-2191

mike@capriotti-co.com

Certified Estate PlannerTM & Wealth Advisor

Mike Capriotti was just 11 years old when his father gave him the motivational book, “Think and Grow Rich.” Fascinated by what he learned, he realized he wanted to work in the financial services industry. He received his Bachelor of Science in Finance from Rowan University and, since then, has earned more than 18 years of industry experience.

After working with Merrill Lynch and Allen Associates, Mike transitioned into independence. He founded Capriotti & Company as an independent financial advisor with the goal of providing objective strategies and advice without any quotas to meet. As an independent advisor, Mike puts his clients and their needs first.

Mike is a Master Certified Estate PlannerTM and holds securities registrations through LPL Financial. He is a member of the National Institute of Certified Estate Planners. Outside of the office, he enjoys spending time with his wife, Holly, and their three children. He believes in giving back to his community and supports several charities, including Ronald McDonald House Charities and Make-A-Wish Foundation.