Capitalis Planning Partners

Capitalis Planning Partners At Capitalis, we are a team that exists to help clients create a goal focused financial plan.

Capitalis Planning Partners has been named #1 among employers with 10-24 employees in the 2026 Best Places to Work in G...
06/22/2026

Capitalis Planning Partners has been named #1 among employers with 10-24 employees in the 2026 Best Places to Work in Greater Louisville by Louisville Business First. We’re incredibly grateful and appreciative of the recognition!

Consistently focusing on our core values and mission, we strive to maintain a workplace that’s healthy, rewarding, and uplifting. We spend a lot of time together as a team and being #1 on this list reassures us we’re on the right track.

There are many priorities we focus on as a company, but creating a great place to work for our employees is at the center of it all. When our team feels supported and valued, that naturally carries over into the service we provide our clients and the impact we have in our community.

We’re truly thankful for our team. They’re the reason this recognition means so much.

http://spr.ly/6183BDZ29h^22690119

Capitalis Planning Partners, a member of the Northwestern Mutual Private Client Group, spent an afternoon this week supp...
04/16/2026

Capitalis Planning Partners, a member of the Northwestern Mutual Private Client Group, spent an afternoon this week supporting the amazing mission of Family Scholar House. We are proud to be a supporter of this amazing organization that serves residential and nonresidential student parents and their children with a comprehensive, holistic continuum of care that meets them where they are and empowers them toward their educational, career and family goals.

Good luck to all the parents during Finals Week - we hope the snack bags help you as you study and prepare for the end of the semester!

To learn more about Family Scholar House and to support their mission, follow this link: http://spr.ly/61882eddp

To learn more about Capitalis Planning Partners and how we give back, visit: http://spr.ly/6189IeOUV

The Capitalis Planning Partners team are some of the best! Their hard work has led to Capitalis being recognized by Forb...
04/15/2026

The Capitalis Planning Partners team are some of the best! Their hard work has led to Capitalis being recognized by Forbes as one of the top wealth advisors in Kentucky. Without the support of our hardworking team, and our amazing clients, this wouldn’t have been possible. Thank you!

To learn more about Capitalis Planning Partners and How We're Different, visit http://spr.ly/6181wc7Nx

(Ranking Published April 2026. Data as of 6/30/25. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

Address

400 West Market Street Suite 2250
Louisville, KY
40202

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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