Retirement Planning Group

Retirement Planning Group

Founded in 2020, Retirement Planning Group is a Malta, Montana-based wealth manager serving individuals, high-net-worth clients, pensions, and businesses. The firm sits in Phillips County, a region where agricultural wealth and small-business owner retirements drive demand for fiduciary planning. Unlike national aggregators, its value proposition rests entirely on local presence and advice tailored to rural balance sheets. The firm's stated services span investment management, portfolio design, retirement income planning, and general financial advisory. Its client base, as registered in public filings, includes both retail individuals and institutional retirement plans. Geographic focus is tightly bound to northern Montana, though the firm's Form ADV likely extends to neighboring states through remote advisory arrangements. No direct investments, venture activity, or alternative asset programs are publicly associated with the firm. Team size and assets under management are not publicly disclosed. The firm operates from a single office in Malta, a town of roughly 2,000 people. No adjacent philanthropic vehicles, real-asset arms, or co-investor clubs are known. In February 2025, the firm maintained its standard regulatory standing with no material disclosures or ownership changes visible in Montana Secretary of State records. Retirement Planning Group's structural identity is that of a genuinely small, community-anchored RIA — one of thousands serving America's rural counties. Its differentiator is not investment strategy or deal access; it is granular familiarity with the Social Security timing, farm succession, and state pension rules that define retirement outcomes for its local client base.