Strategic Planning Group

Strategic Planning Group

Strategic Planning Group was founded in 1999 and operates from Bountiful, Utah, as a registered investment advisor serving high-net-worth individuals, business entities, and corporations. The firm's location reflects a deliberate positioning to serve the concentrated private wealth of the Wasatch Front — including technology founders, healthcare entrepreneurs, and multi-generational business families who prize proximity and discretion over a national brand footprint. The firm provides financial planning, investment planning, and portfolio management, with a likely emphasis on traditional liquid markets given its RIA registration structure and absence of venture capital or private equity vehicles in public record. Client portfolios typically span equities, fixed income, and mutual fund allocations, with possible exposure to separately managed accounts (SMAs) for larger relationships. The geographic footprint remains centered on Utah and the broader Intermountain West. Strategic Planning Group's team size and total assets under management are not publicly disclosed, reflecting a posture common among private wealth managers that do not market to institutions or pursue media visibility. The firm maintains no active LinkedIn page or public communications strategy, consistent with an operation that grows through referrals and long-tenured client relationships rather than conference circuits or industry rankings. What distinguishes Strategic Planning Group structurally is its status as a locally anchored RIA in a region dominated by national wirehouses and bank-owned wealth platforms. By staying private and independent for over two decades, the firm has built its value proposition on the absence of product-push incentives — a governance feature that appeals to self-directed wealthy families who seek fiduciary alignment without the branding overhead of a multi-family office.