Business Details
33 Years
experience
Your Trusted Partner for Financial Planning Solutions
A C Capital Management has been dedicated to providing personalized financial advisory services since 1993. With over 50 years of combined industry experience, our team prioritizes unbiased, flexible, and honest guidance tailored to each client's unique circumstances. As a locally rooted firm in Ambler, PA, we maintain deep community connections while serving clients nationwide. Our principals have collaborated since 1991, specializing in retirement planning and asset management for executives and retirees from Fortune 500 companies.We emphasize seamless portfolio consolidation and long-term financial strategies, supported by a team of certified professionals holding credentials such as CFP, CPA, and CAMS. Client trust, earned through referrals and consistent performance, remains central to our practice. Our commitment to financial education extends beyond individual clients through initiatives like our LIFT program for juvenile detention centers.
Services
Retirement Strategies
Asset Management
Portfolio Consolidation
Financial Planning
Tax Advisory
Details
- Year established: 1993
Highlights and features
- We offer over 50 years of combined experience in retirement planning
- Our team includes certified professionals with CFP, CPA, and CAMS credentials
- We provide personalized, unbiased financial advice tailored to your unique needs
- We are deeply connected to the Ambler, PA community
- Our clients trust us through referrals due to our hands-on management style
Services
Retirement Strategies
We develop customized retirement strategies addressing income requirements, risk tolerance, and financial goals. Our approach integrates employer-sponsored plan transitions and portfolio consolidation. Clients benefit from 30+ years of experience serving Fortune 500 executives and retirees.
Asset Management
Our asset management services combine market expertise with personalized oversight. We monitor investments daily while maintaining product integrity. The team holds industry-leading credentials including CFP and ChFC designations to ensure comprehensive portfolio stewardship.
Portfolio Consolidation
We simplify complex financial situations by consolidating multiple holdings into centralized portfolios. This service streamlines management while optimizing tax efficiency. Our CPA-certified advisors provide specialized guidance for institutional and individual tax considerations.
Financial Planning
Our financial planning addresses long-term goals through comprehensive analysis of current assets and future needs. The team specializes in corporate retirement plan intricacies for major companies like Johnson & Johnson and Verizon. Services include multi-generational wealth strategies.
Tax Advisory
We provide tax advisory services integrated with investment management. Our CPA-certified professionals offer expertise in tax-efficient portfolio strategies. The service includes institutional tax perspective application to individual client circumstances while maintaining compliance with regulatory standards.
People
Donald P. Antonacio
President
Donald founded A C Capital Management in 1993 with 30+ years of experience. He specializes in corporate retirement plan transitions for Fortune 500 employees. Holds Series 65, 63, and 7 certifications along with a BS in Finance from Florida State University.
Ho-Tae Chang
Partner
Ho-Tae Chang, CFP and ChFC, co-founded the firm in 1993. He oversees investment methodology and staff training. With credentials including CLU and MSFS, he brings expertise in market analysis and product development to client portfolios.
Donald J. Antonacio
Investment Adviser Representative
Donald J. Antonacio, CPA and CAMS, joined after 8 years in institutional advisory. He specializes in tax-integrated portfolio management. Holds Series 65, 63, and 7 certifications and leads the firm's LIFT financial literacy initiative for juvenile detention centers.
Jackie Corbett
Office & Operations Manager
Jackie Corbett manages daily operations with 17+ years of institutional knowledge. She serves as primary client contact, coordinating administrative functions and maintaining client relationships across the east coast since joining in 2006.
Shea O'Neill
Associate
Shea O'Neill joined in 2022 after experience in business management and pharmaceutical sales. He supports client needs while holding SIE and Series 7 certifications. Graduated from Penn State with a B.S. in Finance in 2017.
Questions
What financial services do you specialize in?
We specialize in retirement planning, asset management, portfolio consolidation, and tax advisory services for individuals and executives transitioning from corporate retirement plans.
How do I schedule a consultation?
Consultations are by appointment only. Contact us through our website contact form or call 215-283-4810 to schedule your personalized financial planning session.
Are you licensed financial professionals?
Yes, our team holds certifications including CFP, CPA, CAMS, and Series 65/63/7 licenses. We are registered with FINRA through BCG Securities, Inc.
Do you serve clients outside Pennsylvania?
While based in Ambler, PA, we serve clients nationwide with a particular focus on east coast communities from New Jersey to Florida.
How are your investment strategies personalized?
We create customized strategies considering your income requirements, risk tolerance, financial situation, and long-term goals through direct collaboration with our partner advisors.
