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.

09/02/2026

For this week’s Advisor Big Q, Barron's asked for the takeaways financial professionals are sharing with clients.

08/31/2026

The Social Security Administration projects that payroll taxes will only be able to fund 78% of Social Security benefits by 2032. That could mean cuts to retirees’ monthly payments. A new analysis predicts which states could see the steepest drop.

08/28/2026

Many people are relying on AI too much. AI is a tool and will not replace the relationships in our lives that add to our heath and well-being. We need to be intentional about nurturing our relationships.

08/26/2026

Billie Schwab Dunn writes: Three things happened since moving back in with my parents that have truly astonished me — and, surprisingly, a lack of privacy is not one of them.

08/24/2026

The EU’s new, electronic entry-exit system is a mess, except when it isn’t.

08/21/2026

While far from perfect, these government bonds look like a bargain—at least for the near term. Here's what you should know.

08/19/2026

While the Fed didn’t raise rates, the bond market did. That means hardship for home buyers and higher hurdles for A.I. data centers and the stock market. But it’s also a boon for retirees.

08/17/2026

A briefing on what you need to know for markets in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

08/14/2026

Flock cameras are becoming a popular tool for tracking vehicles and solving crimes—but critics say misread plates and privacy concerns can come with serious consequences. Here's what to know to protect your privacy.

08/12/2026

Learn about stock performance indicators and stock-picking strategies

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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