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Retirement Planning Specialists
Founded in 2014 and based in Merriam, Oregon, Retirement Planning Specialists serves as a boutique wealth management practice. The firm advises individuals,...
Retirement Planning Specialists
Founded in 2014 and based in Merriam, Oregon, Retirement Planning Specialists serves as a boutique wealth management practice. The firm advises individuals, high-net-worth families, and business entities, addressing the full spectrum of personal financial organization from investment management to comprehensive financial planning. The firm's strategy centers on individualized portfolio management and financial planning services for private clients. Its stated focus covers investment advisory work that includes constructing and managing portfolios directly for the families and individuals it serves. Without public record of institutional limited partner commitments or private co-investment activity, the firm's deployment appears concentrated in traditional retail and high-net-worth channels rather than alternative asset classes. Team size and total assets under advisement remain undisclosed in public records. The firm operates from its single Oregon office. No affiliated philanthropic foundations, real-asset arms, operating subsidiaries, or external club memberships tied to the firm's principals have been identified in available records. What distinguishes the firm structurally is its local, non-institutional posture. Unlike multi-family offices that aggregate capital for private fund access or direct deals, Retirement Planning Specialists represents the classic Main Street advisory model: a single office serving a defined geographic community with planning-led relationships. This architecture places it outside the institutional allocator universe tracked by most alternative asset managers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Ashland
Corporate office
Merriam, OR, United States
Frequently asked questions
What services does Retirement Planning Specialists offer?
Per its public profile, the firm provides investment advisory services including investment management, financial planning, and portfolio management. The client base includes individuals, high-net-worth families, and business entities. The firm structures its advisory relationships around personal financial planning rather than institutional asset management mandates.
Is Retirement Planning Specialists a multi-family office?
No. The firm operates as a local wealth management practice, not a multi-family office. It does not publicly participate in pooled family capital vehicles, co-investment clubs, or the institutional private fund access programs typical of multi-family office structures. Its service model more closely matches that of a registered investment advisor serving a local client base.
Does the firm invest in private equity, venture capital, or hedge funds on behalf of clients?
No public record indicates that Retirement Planning Specialists allocates client capital to private equity, venture capital, or hedge fund commitments. The firm's described services focus on investment management and portfolio construction consistent with traditional advisory offerings. Without documented institutional LP activity, its investment universe likely centers on publicly traded securities and standard retail-accessible products.
Where is Retirement Planning Specialists headquartered and who runs the firm?
The firm is headquartered in Merriam, Oregon, and was established in 2014. The names of its principals and key investment decision-makers have not been disclosed in publicly available records. The firm's website domain is retirementplanningspecialists.com, though detailed team biographies were not captured in available primary-source materials.
Does Retirement Planning Specialists participate in direct co-investment opportunities or club deals?
Based on publicly available information, there is no indication that the firm engages in direct co-investments, club deals, or syndicated private transactions. Its operational model appears focused on individualized portfolio management for local clients rather than the institutional co-investment networks common among larger family offices and allocators.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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