A complete list of active advisors currently associated with Retirement Planning Group, LLC
Warmer can help you find a great advisor at Retirement Planning Group, LLC or one who fits your needs even better.
Retirement Planning Group provides discretionary wealth management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable organizations, and corporations. The five‑adviser team manages roughly $375 million for about 1,043 clients, combining portfolio management with financial planning and related advisory services. The firm’s investment approach is primarily long‑term and diversified, built around low‑cost mutual funds and ETFs while also using bonds and options contracts as needed; it conducts ongoing monitoring and rebalancing and may trade shorter‑term to meet client objectives. Portfolio decisions are implemented on a discretionary basis after assessing each client’s goals, risk tolerance and any restrictions, with formal reviews at least annually. Distinctive features include a relatively high client load — about 200+ clients per advisor — which is higher than typical for similar teams and implies a more standardized, platform-driven delivery model and reliance on custodial reporting. The firm also uses derivatives (options) within separately managed accounts (a less common practice among peers), maintains an institutional custody relationship that brings software, trading and other economic benefits (including launch support), and discloses broker‑dealer and insurance affiliations among advisors that are addressed through its Code of Ethics and disclosure practices.
To learn more about the advisors currently working at Retirement Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Malta, NY
| 39
| |
Malta, NY
| 1
| |
Malta, NY
| 40
| |
Malta, NY
| 1
| |
Malta, NY
| 4
|
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