Broker Check

About Market Capital Management

Delivering Financial Advice From One Generation To The Next

Delivering Financial Advice From One Generation To The Next

Market Capital Management is a financial planning firm in Carlsbad, CA run by the father-daughter team, John and Melissa Heil.

What sets Market Capital Management apart isn't just John and Melissa’s wealth of experience—it's their undeniable chemistry as a father-daughter team. John's decades-long career in wealth management provides the foundation of timeless wisdom, while Melissa brings a fresh perspective rooted in understanding the unique challenges facing today's young adults. Together, they form a powerhouse duo ready to tackle your wealth management head-on.

Our Mission<br/>

Our Mission

Since 1987, Market Capital Management has been a champion for our clients in Carlsbad, California. Our unwavering mission is singular: Your financial success. We achieve this by getting to know you, understanding your unique needs, and crafting personalized strategies that empower you to achieve your long-term goals.

We take a collaborative approach, working closely with you to develop, implement, and monitor a personalized financial plan that reflects your specific situation. We believe in thinking outside the box and aren't afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Our Team

John Heil

President-Financial Advisor

(760) 434-3575

(760) 692-2126

john@marketcapitalmanagement.com

As an experienced financial advisor John provides his clients with sound, objective advice and financial strategies for every stage of life. John strongly believes that great communication and full disclosure are the only ways for him...

Read more

Melissa Heil

Financial Paraplanner

melissa@marketcapitalmanagement.com

San Diego native and second-generation professional in the financial industry, Melissa Heil, combines a deep-rooted passion for finance with a personal commitment to her clients. She holds a Bachelor of Science from San Diego State...
Read more

Your trust. Our expertise.


Our commitment to you comes first. Whether it's wealth management or retirement planning, our insights and tailored financial strategies are here to help turn your goals into reality.

Make an Appointment

Sign Up For Our Newsletter

Get the latest in financial news and wealth management insights delivered straight to your inbox.

Sign Up Here