In addition to investment advice, D’Arcy Capital provides financial planning services related to estate planning, educational planning and retirement. To help the individuals we serve to achieve their financial goals, we offer full-service financial planning for each of our clients.

Examples of this support include:

  • Retirement income planning
  • College saving plan analysis
  • Buy vs. lease analysis
  • Mortgage refinancing and payoff analysis
  • Aircraft, yacht and vacation home analysis
  • Private equity due diligence
  • Employees stock option analysis
  • Insurance product review (we do not sell insurance)

Financial Planning Process


Clients who work with D’Arcy Capital benefit from our thorough financial planning process. We begin by gathering financial information–including long-term goals and risk tolerance–to customize our approach and develop a personalized investment plan to suit each client’s unique needs. During our relationship, we provide clients with the support they need to make decisions about retirement planning, educational planning, estate planning, tax planning, insurance planning, and more. And to ensure that we’re making the right decisions for our clients’ full financial pictures, we coordinate with their CPAs, attorneys and other key professionals. When financial decisions arise, D’Arcy Capital partners are just a call or email away.