John Litscher, CFP®, CRPC®, AWMA®, CRPS®
We help plan, save, and grow wealth
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Serving Clients Nationwide
We help plan, save, and grow wealth
Areas of Focus
- Business Owners
- Education Funding
- Estate Planning
- Financial Life Planning
- Giving
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About John Litscher, CFP®, CRPC®, AWMA®, CRPS®
Hi, I'm John Litscher. I believe that everyone deserves financial peace of mind, especially during life's most meaningful transitions. This core belief drives everything we do at The Capital Group - not just managing assets, but empowering people to live their best lives.At The Capital Group, we specialize in comprehensive financial planning that transforms retirement concerns into confidence. Our approach seamlessly integrates Retirement, Tax, Investment, Insurance, Estate, and Philanthropic planning into personalized strategies that help retirees leverage what they've built while creating opportunities for what lies ahead.
Since staring my career as an advisor in May of 2000, we've guided hundreds of families through life's most significant financial transitions with both genuine care and technical expertise. This client-centered approach has earned recognition as a Forbes’ 2025 Best-In-State Wealth Advisor, etf.com's 2025 Top 100 Financial Advisors in the country, InvestmentNews' Top Advisors in 2025, and InvestmentNews’ 5-Star Financial Planner.
A Legacy of Trust and Achievement
What began as a three-person team in 2003 has grown into a thriving practice with over $1 billion under advisement and fourteen dedicated professionals. Our growth reflects not only the trust placed in us by clients but also from respected employers such as UW Madison, UW Hospital and Clinics, City of Madison, Madison Metropolitan School District, Medical College of Wisconsin, Meriter Hospital, and Edgewood College.
The true measure of our success? I invite you to go to our website to read the reviews some of our clients have shared. You are also welcome to connect with me on LinkedIn or search for me on YouTube and subscribe to the video content I produce on a regular basis.
Beyond the Balance Sheet
My commitment to community extends beyond financial guidance. As a Make-A-Wish wish granter volunteer, I help families navigate challenging times by bringing moments of joy during their wish journey.
I'm proud to serve on Summit Credit Union's Board of Directors and have previously served on boards for the University of Wisconsin Hospital and Clinics, Gilda's Club, and the Tommy G Thompson Charity.
My past work with the Optimist Club of Madison included leading the Southern Wisconsin Optimist Children's Cancer Campaign and establishing and leading a monthly meal program to provide home-cooked meals to children, families, and healthcare workers facing difficult situations at the American Family Children's Hospital.
Let's Connect
When I’m not spending time with my wife and two kids in Middleton, including coaching my two middle schoolers in multiple sports, you'll find me enjoying Wisconsin's sports scene and exploring the world with my family as we travel.
I look forward to hearing your story and exploring how we might work together to secure your financial future!
Professional Designations
- Accredited Wealth Management Advisor (AWMA)
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Retirement Plans Specialist (CRPS)
Primary Location
406 Science Drive Suite 310, Madison, WI 53711
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About The Capital Group
Not everyone’s retirement plan is the same. At The Capital Group, we specialize in building you a unique plan that fits each and every one of your needs.What We Do
We work best with people who are driven by purpose and committed to Financial Independence. Our clients seek personalized guidance and are looking for us to help them enjoy a comfortable and secure retirement. They're also interested in tax optimization and want to verify their investments are suitable for their goals and confirm that they have an efficient plan to maximize their estate.
How We Help
Imagine a world where your financial future is secure, your investments are optimized, and your retirement dreams are within reach. At The Capital Group, we're committed to making that world a reality.
Our team of experienced financial professionals is dedicated to providing you with personalized guidance and tailored solutions to help you achieve your financial goals. With our expertise in finance & wealth planning, retirement solutions, and tax guidance, we'll simplify the complexities of managing your wealth and empower you to make informed decisions.
✔️ Finance & Wealth Planning
Our team of experts will work with you to create a customized financial plan that aligns with your unique goals and risk tolerance. We’ll conduct a thorough analysis of your current financial situation to identify areas for improvement and optimize your wealth. We’re committed to providing ongoing guidance and support as your financial needs evolve.
✔️ Retirement Solutions
Let us help you create a retirement plan that ensures a comfortable and financially secure future. We’ll develop investment strategies tailored to your retirement goals and risk profile and assist you in creating a sustainable retirement income stream to meet your lifestyle needs.
✔️ Tax Guidance
We will help you minimize your aggregate tax liability and maximize your after-tax returns. We’ll provide proactive tax planning strategies to help you avoid costly tax mistakes and ensure that you comply with relevant tax laws and regulations.
About Us
At The Capital Group, we’ve learned that a team approach is the most effective way to navigate the complex financial landscape. By combining diverse perspectives and expertise, we can tailor a personalized strategy to meet your unique needs.
We believe that a collaborative approach leads to better outcomes. Our team works together to provide comprehensive financial advice, from planning and execution to ongoing support. We’ll proactively guide you toward your goals, leveraging the most efficient strategies available.
Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
Education
Lake Forest College, Bachelor's degree, Business Administration
Hobbies and Interests
- Family
- Sports
- Traveling
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
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FAQs
FAQ Disclosures
Securities and investment advisory services offered through Osaic Wealth Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.
