
Eightysecond Capital Partners , Gregory Phelps, CFP®, CPWA®, CEPA®, AAMS®
Eightysecond Capital Partners , Gregory Phelps, CFP®, CPWA®, CEPA®, AAMS®
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Financial Services
About
Gregory Phelps is the founder of Eightysecond Capital Partners and wealth manager for RJFS where he specializes in guiding high-net-worth individuals, business owners, and aerospace professionals toward confident financial decisions that align with their life goals—both now and in the future.
Holding prestigious designations including CFP®, CPWA®, CEPA® and AAMS®, Phelps offers a comprehensive approach to wealth management. His expertise spans retirement planning, investment management, tax strategies, business owner planning, and estate tax and liquidity solutions. Whether clients are preparing to exit a business, optimize their portfolios, or plan for legacy, he provides strategic guidance with clarity and purpose.
Phelps has been recognized by Forbes as one of the Best-in-State Wealth Advisors for 2024 and 2025, and as a Top Next-Gen Wealth Advisor in 2023, 2024, and 2025—honors that reflect the trust his clients place in him and the outcomes they’ve achieved together.
At Eightysecond Capital Partners, Phelps has built a practice rooted in transparency, strategic thinking, and long-term relationships. He welcomes those ready to take control of their financial future and is committed to helping them navigate the journey with confidence.
Forbes Next-Gen Wealth Advisors Best-In-State
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, are based on an algorithm of qualitative criteria, primarily gained through telephone and in-person due diligence interviews, and quantitative data. Advisors considered for the ranking are under age 40, have a minimum of four years of experience, and are evaluated on factors such as revenue trends, assets under management, compliance records, industry experience, and adherence to best practices. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. Compensation is provided for use of the rating.
The Research Summary (as of August 2025) included 49,859 nominations for all rankings, with 28,226 advisors invited to complete an online survey. A total of 4,653 individuals were considered, and 2,018 advisors received the Next-Gen ranking. This ranking is based on the period from March 31, 2024, through March 31, 2025, and was released on August 6, 2025.
This ranking is not based on an individual's abilities regarding the provision of investment advice or management. It is not indicative of future performance, is not an endorsement, and may not be representative of any one client's experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pays a fee in exchange for this award or rating. Compensation is provided for use of the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC.
For more information, visit: https://www.forbes.com/lists/best-in-state-next-gen-advisors/
Forbes Best-in-State Wealth Advisors 2025
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, primarily gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based on the period from June 30, 2023, through June 30, 2024, and was released on April 8, 2025.
Advisors considered for the ranking have a minimum of seven years of experience. The algorithm evaluates factors such as revenue trends, assets under management, compliance records, industry experience, and demonstrated best practices in serving clients. Portfolio performance is not a criterion due to varying client objectives and the lack of audited data.
Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of future performance, is not an endorsement, and may not be representative of any one client's experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pays a fee in exchange for this award or rating. Compensation is provided for use of the rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC.
For more information, visit: https://www.forbes.com/best-in-state-wealth-advisors/
These awards were won at previous firm
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Eightysecond Capital Partners is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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CFP, CPWA, CEPA, AAMS Wealth Management, Exit Planning, Generational Wealth, Retirement, Business Professionals.
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