Mitch Caplan
Partner, Senior Wealth Advisor
Mitch is a Managing Partner at Composition Wealth and has over three decades of experience delivering comprehensive financial and investment advice to individuals and families. He was the Founder and President at Caplan Financial Group (CFG) and combined his firm with Composition Wealth Advisors in February 2024. Mitch’s thinking was: “Our clients deserve a top-notch platform for financial planning and investing as well as for future growth. Composition Wealth provides all that and so much more.”
Before registering as an independent advisory firm, Mitch was part of the Northwestern Mutual Financial Network in the mid and late 1990s. Mitch built the foundation of his career as a CPA and lawyer before entering the financial planning field.
Mitch received his Bachelor of Accountancy with distinction from George Washington University in 1985 and then earned his law degree with honors at the University of Maryland School of Law in 1993.
- Juris Doctor, completed Spring 1993
- Inactive License: CPA
Fun Facts:
- Spends a week each fall in Florida playing “fantasy camp” baseball with former pros
- Has taken an annual trip with his 4 closest high school friends each of the last 45 years
- Loves surf fishing. Has reeled in many different species over the years