Doug Mithun, CAP, RICP

With more than 30 years of experience in the financial services industry, Doug Mithun brings deep expertise and personal passion to helping clients align their wealth with their values. As a Chartered Advisor in Philanthropy® (CAP®), Doug specializes in guiding individuals, families, and organizations through strategic giving and legacy planning that creates lasting impact. Doug works closely with philanthropically minded clients to design financial plans that support both personal goals and broader community contributions. His approach integrates tax-smart strategies, charitable giving vehicles, and inter generational wealth transfer with an emphasis on purpose-driven advising. In addition to his CAP® designation, Doug holds the Retirement Income Certified Professional® (RICP®) credential, allowing him to support clients through every stage of retirement. Whether helping a family leave a legacy, advising a nonprofit on sustainability, or connecting clients to causes they care about, Doug’s mission is clear: to help people to make meaningful, values-based financial decisions. Doug is actively involved in his community and serves on the boards of several philanthropic organizations. He believes that true wealth is measured not just by what we accumulate, but by what we give back