Introduction Video from Jeremy Shipp
Jeremy D. Shipp, CFP®, CLU®, RICP®, WMCP®, CEPA® is the founder of Retirement Capital Planners, an independent firm specializing in retirement income and comprehensive wealth management.
Jeremy helps successful families, business owners, executives, and professionals turn accumulated wealth into clear, tax-aware, purpose-driven retirement income. His work focuses on one of the most important financial transitions in a person’s life: moving from building wealth to using that wealth to support freedom, family, legacy, and what comes next.
At Retirement Capital Planners, Jeremy uses the firm’s proprietary Carefree Retirement Income Model™, a goal-based and cash-flow-focused process designed to create predictable, sustainable retirement income. The model addresses seven key retirement risks — market risk, tax risk, rising healthcare costs, long-term care, inflation, longevity, and premature death — and organizes income around essential spending, desired lifestyle spending, and long-term growth.
Jeremy’s planning philosophy is rooted in three core values: Integrity, Care, and Wisdom. He believes clients deserve more than investment management alone. They deserve a coordinated plan that brings together investment consulting, advanced planning, tax-aware strategies, estate and legacy conversations, risk management, and the right professional network at the right time. This reflects the firm’s broader Wealth Management Formula: Investment Consulting + Advanced Planning + Relationship Management.
For clients approaching retirement, selling a business, receiving a major liquidity event, or stepping into a work-optional phase of life, Jeremy also helps address the personal side of transition. Many clients have achieved financial success but are now asking a deeper question: “What is this next chapter for?” Jeremy helps them connect their wealth with their values, family, purpose, and long-term legacy.
Jeremy has appeared on Good Morning Washington on WJLA 7News, the ABC affiliate in Washington, D.C., where he discussed what a tax return can reveal about a household’s broader financial picture during Financial Literacy Month. He has also appeared on Virginia This Morning on CBS 6 and has been featured in The New York Times, Forbes, The Wall Street Journal, Barron’s, and U.S. News & World Report for his financial planning knowledge and perspective.
Jeremy holds the CERTIFIED FINANCIAL PLANNER® certification, Chartered Life Underwriter® designation, Retirement Income Certified Professional® designation, Wealth Management Certified Professional® designation, and Certified Exit Planning Advisor® designation. He is also a master mentor and executive coach with Circle of Wealth® by MoneyTrax and has trained financial professionals across North America on retirement planning and wealth management strategies.
With a degree in mathematics, Jeremy is known for making complex financial decisions easier to understand. He verifies strategies through logic, numbers, and plain-English explanation so clients walk away with clarity, confidence, and a clear next step.
Jeremy resides in Richmond, Virginia, with his wife, Meagan, their daughters, Joy and Eden, and their pup, Miss Hattie. When he is not advising, teaching, or speaking, he enjoys the outdoors, biohacking, and watching Ohio State football