Mountain Capital Planning

Mountain Capital Planning Educating companies and employees to position and protect both corporate and personal assets. Your Financial Success Comes First.

Founded by Kyle McDermott, CFP®, AIF®, we specialize in providing personalized financial solutions tailored to your unique needs. Our team is dedicated to helping individuals, small business owners, and pre-retirees achieve their financial goals with confidence. Whether you’re planning for retirement, managing your business’s financial growth, or looking to secure your legacy, we offer expert guid

ance every step of the way. We pride ourselves on our client-first approach, transparency, and commitment to fiduciary standards, ensuring that your best interests are always at the forefront of our services. Discover how we can help you build a strong financial future and take control of your wealth today. Our Mission

We empower clients with personalized financial strategies that secure their future and allow them to achieve their dreams. We are dedicated to providing expert guidance, fostering long-term relationships, and delivering comprehensive financial planning, education, and unwavering support.

07/20/2026

A new survey from Allianz Life highlights investor anxiety over market volatility and the prospect of a recession.

07/17/2026

Many solid retirement plans fall apart during the solo years after one spouse passes away because they do not account for key changes.

07/15/2026

A new survey finds 86% of office workers are being polite to their AI tools — and most say it actually changes what comes back.

07/13/2026

After shocking favourites Spain in their tournament debut and embarrassing Uruguay, everyone wants to know about the Blue Sharks.

07/10/2026

Leaders may fear global events like the World Cup for the disruption they may bring. But with the right tools, they can give employees and managers what they need to be on their A-game.

07/08/2026

A tentative deal to end the Iran war makes it reasonable to ask how soon prices will drop for gasoline, groceries, airline tickets and other items that got more expensive during the conflict.

07/06/2026

Microsoft President Brad Smith has addressed Gen Z's growing backlash against AI. Smith said graduates are right to worry about AI's impact on entry-level jobs. He echoed a newly optimistic tech refrain: AI can boost workers, not just replace them.

07/03/2026

Software engineers are producing more code than ever. Companies are spending big on AI. So, why hasn't it paid off yet?

07/01/2026

Andy Hill says the "cheat code for the FIRE movement" is twofold. It involves hitting Coast FIRE and building an FU fund. The two-part strategy allowed Hill and his wife to walk away from corporate jobs and pursue different careers.

06/29/2026

You need at least $210,000 in annual income or at least $1.8 million in net worth to be in the top 10% of U.S. households. A 35-year-old needs around $372,000 of net worth to rank in the top 10% of their peers, while someone in their 50s needs over $1.9 million.

Address

481 Penbrooke Drive, Suite 4B
Penfield, NY
14526

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15852148680

Website

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