# Prepared Retirement Institute

Prepared Retirement Institute is a Bank / Wealth / Trust based in Montgomeryville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Montgomeryville, United States
- **Region:** North America
- **Address:** Montgomeryville, PA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** preparedretirementinstitute.com
- **LinkedIn:** https://www.linkedin.com/company/preparedretirementinstitute

## Regulatory record

- **CRD number:** 309663
- **SEC file number:** 801-122432
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309663

## About

Prepared Retirement Institute is an SEC-registered investment adviser in Montgomeryville, PA, registered since 2021. The firm manages approximately $308 million in assets. It has 11 employees and 4 investment advisers.

## Sectors

- Financial Services
- Wealth Management

## Questions

### How does the Prepared Retirement Institute source its clients?

The firm relies primarily on direct-response marketing — direct mail, digital advertising, and local seminars — to attract pre-retirees and retirees. Attendees at educational workshops are then funneled into one-on-one consultations with licensed advisors who recommend annuities and managed portfolios. This approach bypasses traditional referral networks and allows the firm to control its lead pipeline independently.

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- [Prentice Financial Planning](https://altss.com/profile/prentice-financial-planning)
- [Presidio Wealth Partners](https://altss.com/profile/presidio-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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