Your Financial Specialist for Surgical Precision
As a financial planner, I’ve built my entire practice around one core belief: surgeons deserve the same level of precision, planning, and excellence in their financial lives as they deliver in the operating room.
I work exclusively with high-performing orthopedic surgeons who want to delegate financial complexity to a trusted expert—so they can focus on their practice, patients, and families without sacrificing long-term wealth.
With advanced designations in comprehensive financial planning (CFP®), investment strategy (CIMA®), and exit planning (CEPA®), I bring the knowledge and structure needed to help you reduce taxes, protect your assets, and prepare for a high-value transition out of practice—on your terms.
I understand how you’re compensated. I understand the pressures of your schedule. I know what a DSO/MSO sale looks like, what a call stipend really means, and why most physicians wait too long to get serious about planning.
This isn’t a side focus. Orthopedic surgeons are who I serve.
When I’m not working with clients, you’ll find me optimizing my own health and performance—whether through fitness, nutrition, or cold plunges. I relate deeply to the drive for excellence, and I love partnering with others who think the same way.
If you’re looking for a partner who brings structure, strategy, and a surgeon-specific lens to your wealth, we’d be honored to work with you.
Specialized Planning for Small Business Owners
Combined with our focus on business optimization through the Value Acceleration Method, we help successful business owners bridge the gap between their current life and their dream life.
There are many issues you are currently facing; managing your business, protecting your family’s wealth, investing for the future.
We are here to walk with you on your journey as you grow your business, your wealth, and discover what you are truly capable of.
The Capable Wealth Mission
At Capable Wealth, our mission is to help orthopedic surgeons transform their high income into lasting wealth—through precise financial planning, proactive tax strategy, and expert guidance tailored to the unique demands of their surgical careers.
We exist to simplify complexity, protect what you’ve built, and empower you to exit on your terms—so you can live a life of purpose, both in and out of the operating room.
ABOUT JARED
Jared is highly trained in the areas of financial planning, investment management, and valuation acceleration for businesses, having earned the Certified Financial Planner designation (CFP), the Certified Investment Management Analyst designation (CIMA), and the Certified Exit Planning Advisor designation (CEPA).
Jared strongly believes in the positive force that is created from helping others, especially those who are less fortunate. For that reason he has worked as a part of organizations such as the FPA (Financial Planning Association) on their Pro-Bono Committee, Habitat for Humanity, and a number of other organizations committed to providing financial literacy to people in need.
Jared also co-founded and runs a charity golf tournament to help raise awareness and support research in the fight against breast cancer and muscular dystrophy. This is near and dear to his heart after losing his mother to breast cancer in 2013, and a family friend to muscular dystrophy in 2017.
When he’s not helping orthopedic surgeons protect their wealth and grow their businesses, you’ll find him playing sports (Former collegiate runner), learning new languages, and hiking the Adirondack mountains in Upstate NY with friends.
EDUCATION
Northeastern University
Bachelor of Science in Business Administration.
UPenn, The Wharton School
IMCA Certified Investment Management Analyst Program
Kaplan University
CFP® Certified Financial Planner Education Program
Exit Planning Institute
CEPA Certified Exit Planning Advisor Program
DESIGNATIONS
Certified Financial Planner™
Certified Investment Management Analyst
Certified Exit Planning Advisor
Now you’ve read my story, what about yours? If you feel ready to unlock the true potential of your wealth then I’d love to connect with you.
Jared Paul, CFP®, CIMA, CEPA
Founder, Capable Wealth
