How We Started
YRP® Capital Group Began with One Clear Idea
Build something real that puts people first.
Financial planning should feel genuine and personal. After years of helping families and business owners make sense of their money and goals, we saw what mattered. People wanted authentic conversations with financial guidance they could trust.
That’s how Your Real Plan® took shape, a team prioritizing honesty and care for the people we serve.
The People Behind Your Real Plan®
We’re YRP® Capital Group, we help bring quiet confidence from your balance sheet to your legacy.
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Matt Cardella, CFP®
Founder, YRP Capital GroupWealth Manager, RJFS
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Logan Dale
Financial Advisor
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Dante Williams
Financial Advisor
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Mike Meeks, CHFC®
Financial Advisor
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Stacy Stewart
Office Manager
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Evette C. Layne
Senior Branch Office Administrator
We’re honored to call our clients family. We work with genuinely good people who want straight answers and real results. If you’re interested in learning more about how we can help you pursue what’s most important to you and your family, get in touch with us.
What Drives Us
Staying True to Who We Are
At YRP® Capital Group, you’ll see our values show up in every aspect of the work we do together.
Authenticity
We speak plainly and act with honesty. What you see is what you get.
Collaboration
We work hand in hand with your CPA, attorney, and other trusted partners so every part of your financial life moves in the same direction.
Mutual Respect
We build long-term partnerships with people who share our belief in courtesy, trust, and goodwill.
Our Investment Approach
We Care About What You Care About
Our investment philosophy is simple: we ask what your number one concern is, and we handle it. No market timing, no get-rich-quick schemes. We focus on your family and create strategies designed around your actual situation.