# Retirement Planning Specialists

Retirement Planning Specialists is a Bank / Wealth / Trust based in Ashland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ashland, United States
- **Region:** North America
- **Address:** Merriam, OR, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** retirementplanningspecialists.com
- **LinkedIn:** https://www.linkedin.com/company/retirement-planning-specialists

## Regulatory record

- **CRD number:** 139358
- **SEC file number:** 801-66205
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139358

## About

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.

## 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.

### 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.

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

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