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Seventy2 Capital named Best Place to Work by WBJ. Read More

Committed to developing and executing a plan to help grow and maximize your wealth.
Our Team
Years of experience gives us the insight to help you successfully navigate life events and market cycles.
About Us
Partnering with you to create a meaningful and lasting legacy.
News & Events




We serve successful individuals, families, business owners, and executives by helping define their most important financial goals, crafting a plan in pursuit of those and then consistently executing to help make our clients' aspirations a reality.

Seventy2 Capital's principals draw on nearly 90 years of combined experience at some of the largest Wall Street firms, along with backgrounds as asset managers, securities traders, and regulators. With this experience comes a deep understanding of global financial markets and macroeconomic policy that is specific to the industry. Our commitment to maintaining the highest standards of care and professionalism in serving our clients has earned us some of the highest designations in the industry including the CFP®, CIMA®, CRPC® and CRPS®.

Investment Solutions
Our suite of services and products allows us to customize a strategy that meets your needs and wishes regardless of your stage of life or the complexity of your individual circumstances - with confidentiality, integrity and objectivity.
Seventy2 Capital takes pride in the capabilities and credentials of our team. We believe a diversity of backgrounds across Advisory, Client Service, Research, Operations and Compliance contributes to the private client experience.
Upcoming Events
October 3rd, 2019 / 5:00pm – 8:00pm
2019 Mid-Year Market Outlook

Our BIG event of the year is coming! Please join us on October 3rd at Pinstripes @ Pike & Rose. RSVP at:

Past Events
June 25, 2019 / 4:00pm – 5:00pm
2019 Mid-Year Outlook Conference Call

Please join us and the WF Investment Institute on June 25th at 4 p.m. ET for the 2019 Mid-Year Outlook Conference Call.

May 21, 2019
Planning for Long-Term Care & Avoiding Social Security Mistakes

Seventy2 Capital held an informative discussion on Long-Term Care and Social Security. We discussed ways to protect your retirement from long-term care expenses and maximize your social security benefits.

February 7, 2019
Impact / ESG Investing Event

An expert panel of investors and portfolio managers from PIMCO, Calvert Impact Capital, Alliance Bernstein and Seventy2 Capital shared their thoughts on what’s driving the growth of this market, approaches to impact and ESG investing and lingering perceptions of risk and return.

October 25, 2018
Seventy2 Capital Anniversary Event @Pinstripes
  • Who: More than 185 clients and guests played bocce and bowled the night away.
  • Where: Pinstripes Bowling at Pike & Rose North Bethesda.
  • Why? To celebrate our second anniversary and say "thanks" to our clients and partners.

Thank you to all who joined us for a fun, family-friendly evening at the newest Pinstripes location. We were happy to see so many of you and had no idea so many of our clients possess such superior bowling and bocce skills. If you missed it, we hope to see you next year.

March 8, 2018
College Planning Seminar
  • Have a high-schooler preparing to apply to college or just want to know what you should be doing now?
February 1, 2018
Will You Benefit From Tax Reform?
  • Featured Speakers: Paul Carlson, Co-Founder and Partner of Seventy2 Capital, and Andy Powell, Managing Partner of Halt, Buzas & Powell, LTD.
September 27, 2017 and October 5, 2017
Halt, Buzas, & Powell Fall Nonprofit Symposiums
  • Paul Carlson, Co-Founder and Partner of Seventy2 Capital, was a featured speaker on "Your role as a Nonprofit Fiduciary"
  • Over 80 Nonprofit executives attended
News and Press Releases
Newsletters and Articles
7200 Wisconsin Avenue
Suite 903
Bethesda, MD 20814

41640 Court House Drive
Suite 200
Leonardtown, MD 20650

1910 Towne Centre Boulevard
Suite 250
Annapolis, MD 21401

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals