At Great Plans Capital Management, we see financial planning as more than numbers on a page - it’s about helping you chart a course toward the life you want. As fiduciary financial advisors serving clients across North Carolina, our mission is to provide guidance that feels personal, approachable, and deeply rooted in trust.
HOW OUR STORY TOOK SHAPE
Founders
David Fruchter & Jim Baudreau
Great Plans started in April 1998 with a simple belief: people deserve financial advice that reflects their lives, not a template. David and Jim wanted to create a boutique wealth management firm where clients feel seen and heard, where planning sessions are conversations about dreams as much as dollars. Cary’s vibrant, growing community provided the perfect home base—a place where local business owners, families, and retirees all intersect. From day one, we’ve focused on building real relationships and crafting strategies that adapt as life changes. Our story isn’t just about finance—it’s about walking alongside people as they move toward their goals.
THE PEOPLE BEHIND THE PLANS
Advisors who listen first, plan second
Financial planning is personal, so we think your team should be too. Our advisors bring experience, but more importantly, they bring curiosity and empathy to every conversation.
WHO WE SERVE
Different paths, one shared goal: clarity
Every client brings a different story. We’ve built our services to meet people where they are, whether they’re running a business, approaching retirement, or building a future for their family.
From setting up retirement plans to planning succession, we help entrepreneurs create security for both their company and their personal life.
Retirement should feel like freedom, not uncertainty. We craft income and investment strategies to make work truly optional.
Sophisticated investment and tax strategies designed to align your wealth with your values and long-term vision.
Whether it’s funding education, buying a home, or building a legacy, we help you create a plan that puts family first.
START PLANNING YOUR FUTURE TODAY
Serving clients across North Carolina and beyond
Whether you are planning for retirement, building a business, or seeking comprehensive financial guidance, our fiduciary financial advisors are here to help you create a roadmap for lasting confidence. Let’s start a conversation about your goals and build a plan designed for you.