Malcolm Ethridge

About Malcolm

Malcolm Ethridge is a financial planner, speaker, author, and podcast host who is passionate about all things personal finance. He is the Managing Partner at Capital Area Planning Group, a boutique financial planning and investment management firm based in Washington, D.C.

As a Certified Financial Planner (CFP®) and IRS Enrolled Agent (EA), Malcolm’s areas of expertise include retirement planning, investment portfolio development, tax planning, equity compensation and other executive benefits. He leverages that expertise to help first generation wealth creators make sense of some of the most complex financial situations that working professionals tend to face. As a very proud Aggie Alum, Malcolm holds a Bachelor’s degree from North Carolina A&T State University, where he studied marketing and management. Malcolm lives in Washington, D.C. with his wife and daughter, and in his free time, he enjoys training for his next marathon, skiing, and reading.

Beyond Bankrate

• Home office deduction: Here's who qualifies and how to claim it on your taxes

• Social Media Money Advice: Avoiding the Bad, Finding the Good

• 7 Steps to Start Saving for Retirement After 50

• Inherited $500K? Or $1 Million? How to Make That Money Act Like a Monthly Pension.

• Peter Thiel Turned His Roth IRA Into a Pot of Gold. You Can Too—but You Have to Tread Carefully.