Elevated financial advice that clarifies your purpose.
2023
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2024
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2025
Forbes Best-in-State
Top Next-Gen
Wealth Advisors
2024
Forbes Best-in-State
Wealth Advisors
2025
Forbes Best-in-State
Wealth Advisors
Greg Phelps was named to the 2023, 2024 and 2025 Forbes Best-in-State Top Next-Gen Wealth Advisors and the 2024 and 2025 Forbes Best-in-State Wealth Advisors.*
Advanced planning technology meets personalized wealth management.
Business owners and affluent families often find themselves limited by cookie-cutter financial advice. We combine cutting-edge planning tools with a client-centered approach to help you make informed decisions about wealth preservation, business transitions, and legacy planning.
Who We Are
We carry the spirit of legacy.
Eightysecond Capital Partners was built on a three decade footprint that continues on a new-found independence. Our practice combines legacy with modern financial planning serving Florida’s most successful individuals and families.
What We Do
We design intentional financial strategies.
We provide coordinated wealth management services designed to help business owners and multigenerational families preserve and grow their assets through major
life transitions.
Who We Serve
Aerospace and defense professionals ready for what’s next.
We work with clients we believe value proactive planning and understand that preserving wealth requires both advanced strategies and personal attention.
Business Owners Approaching Transition
We help entrepreneurs plan clear exits and secure post-sale family wealth.
Multigenerational Wealth Families
We guide families in preserving wealth and preparing the next generation for stewardship.
Aerospace & Technology Professionals
We can provide guidance to Space Coast engineers and executives with tailored planning for equity compensation and benefits.
Why Choose Us
The advantage of independence.
We believe that unlike large wirehouses with restrictive platforms, we provide the advanced planning tools and personalized attention that high-net-worth families need to make confident financial decisions.
Advanced Planning Technology
We have full access to sophisticated modeling and analysis tools that larger firms often restrict.
Generational Perspective
We bring long-term thinking that aligns with your family’s multi-decade wealth planning needs.
Local Market Knowledge
We have a deep understanding of Brevard County’s unique economy and the aerospace industry’s impact on wealth creation.
Coordinated Professional Network
We have established relationships with attorneys, CPAs, and business professionals who understand complex planning needs.
