Mountain Capital Planning

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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 guidance 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.

10/26/2026

Being scammed is painful, especially if you withdrew retirement funds or sold assets triggering big tax liabilities. Fortunately, you may qualify for a tax deduction.

10/23/2026

NFL coaches can’t decide whether it’s optimal to kick or receive at the start of overtime—which only means that the new rules are working

10/21/2026

Elon Musk says SpaceX "will make you whole" if your Grok AI agent makes unauthorized purchases. Grok, Meta, and OpenAI's terms of service generally place responsibility for agent actions on users.

10/19/2026

There must be something about dining hospitality that encourages petty theft. Everyone has stories, including Kate Krader.

10/16/2026

Before committing money to a prediction-market contract, look beyond the headline probability and examine how the market actually works.

10/14/2026

If you want to save cash on gas, take some tips from America's most miles-per-gallon obsessed drivers.

10/12/2026

Americans’ faith in college has fallen sharply—from 70% calling it very important in 2013 to 31% today—putting pressure on universities to show how they can adapt.

10/09/2026

With premium credit-card annual fees nearing $900, now is a good time to make sure those flashy perks are actually worth it.

10/07/2026

Single moms completing the 2027–28 FAFSA should understand parent income, divorced-parent rules, aid deadlines and new Parent PLUS loan limits.

10/05/2026

Two IPO headlines just landed within a 12-hour period that perfectly sum up one of the stock market's greatest conundrums.

Address

421 Penbrooke Drive, Suite 8
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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