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.

06/17/2026

Why Silicon Valley is suddenly obsessed with filming itself

06/15/2026

Business owners who fail to build a credible personal brand lose trust, miss opportunities and weaken their competitive position in a digital-first economy.

06/12/2026

The shale boom and wars in Ukraine and Iran have transformed the U.S. into a global energy powerhouse.

06/10/2026

Economists see productivity as the key source of economic growth and competitiveness, whether it is being measured in a business, an industry, or a nation.

06/08/2026

MLB’s walk rate this season has reached levels hardly seen in the past seven decades, due to a smaller strike zone brought about by the game’s new ball-strike challenge system.

06/05/2026

The cruel irony of death in the digital age is that there’s the data that haunts us—and the data the companies don’t want to give us.

06/03/2026

Private credit has been a source of anxiety in markets this year. Mohamed El-Erian said this year that stress in the sector may be a "canary in the coal mine" moment. Goldman found that credit stress isn't a reliable indicator of broader financial market stress.

06/01/2026

The threat of artificial-intelligence tools has stirred fears about the future of software and what might happen to loans in the sector—but not all software companies are equally endangered.

05/29/2026

Early signs show that entry-level hiring is starting to rebound after years of decline.

05/27/2026

Alex Gerko’s bold bet on AI has made his trading firm, XTX Markets, one of the most profitable players in the secretive world of algorithmic trading.

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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