Get to know your finance team
It all starts with trust
At Capital & Planning, we believe your financial path starts with trust, transparency, and a plan tailored to you. Whether you’re an individual building wealth, a family planning for your future, or a small business striving for growth, we’re here to help you work toward your goals with confidence.
As an independent, fee-based firm, your best interests always come first. We offer personalized financial planning and investment advisory services designed around your unique needs. With a commitment to integrity and confidentiality, we provide clear, guidance to help you make informed decisions—every step of the way.
We look forward to welcoming you to our offices, learning your story, and helping you plan for the life you’ve envisioned.
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Michael Edmondson
PRESIDENT & CERTIFIED FINANCIAL PLANNER
Michael brings over 30 years of experience in the securities industry, offering fee-based financial guidance designed to align with his clients’ goals. As a fiduciary, he prioritizes their best interests, providing trusted expertise to help plan for their financial future.
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Justin Florence
FINANCIAL ADVISOR
Justin has over 20 years of experience in financial services and recently joined Capital & Planning as a Financial Advisor. A North Atlanta native, he enjoys traveling with his family and playing golf.
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Rose McKinley
FINANCIAL ADVISOR ASSISTANT
Rose McKinley brings over 25 years of client service experience in financial services and serves as a Financial Advisor Assistant at Capital & Planning. Originally from Jamaica, she enjoys traveling and spending time with her four granddaughters.
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Joseph Norton
Joseph is a financial advisor with over a decade of experience. Joe puts his clients’ interests before his own. He helps individuals and families with short term and long term financial needs, including savings, education, retirement and legacy. Joe specializes in building practical, straightforward strategies tailored to each client’s goals and circumstances.
