The Retirement Planning Group Welcomes New Firms in 2025
Strategic Growth Through Recent Acquisitions
Cetera's employee-based RIA continues its successful growth trajectory in wealth management as The Retirement Planning Group (TRPG) adds three new acquisitions to its portfolio. This strategic move brings an impressive $180 million in assets, marking an expansion in their operational footprint.
Expanding the Firm's Reach
With the latest acquisitions, TRPG will now extend its services into additional key markets, enhancing their ability to serve clients across a broader geographical area. The firms acquired include Hawkes Wealth Management, Wealtheon Advisors, and Financial Research, Inc. Each of these firms embodies a commitment to client-centric financial advising.
Highlights of Recent Acquisitions
Hawkes Wealth Management
Based in Binghamton, NY, Hawkes Wealth Management is led by Peyton R. Hawkes, who joined the firm in 1987, emphasizing a long heritage in wealth management. Founded in 1981 as Russell Hawkes Associates, it has cultivated a reputation for personalized client engagement.
Wealtheon Advisors
Located in San Ramon, CA, this firm is run by the husband-wife team of Jay and Valli Doraiswami. They sought increased support and flexibility for their practice, prioritizing their clients’ needs through the transition to TRPG.
Financial Research, Inc.
Located in Seattle, this firm led by Jay Cowles will offer its expertise and community-driven focus under the TRPG umbrella, ensuring that clients receive continued exceptional financial guidance.
TRPG's Vision for the Future
Kevin Conard, the CEO of TRPG, expresses enthusiasm for these new developments. "We are experiencing strong interest from independent, client-focused financial advisors. These acquisitions reflect our commitment to providing a nurturing environment where advisors can concentrate more on their clients and less on administrative tasks. TRPG is dedicated to fostering a supportive community for wealth management professionals. We invite other advisors to explore TRPG as a welcoming home for their businesses."
About The Retirement Planning Group
The Retirement Planning Group (TRPG), now under Cetera's umbrella, is recognized as an SEC-registered investment advisory firm. It is based in Leawood, KS, and serves over 2,000 clients with approximately $2.63 billion in assets managed as of a recent financial review. TRPG is dedicated to assisting clients with comprehensive wealth management services that encompass everything from retirement planning to investment management and tax services.
About Cetera Financial Group
Cetera Financial Group plays a crucial role in enhancing the growth of independent financial advisors. They provide innovative solutions and comprehensive support designed to optimize the operations of financial professionals. Together with their associated firms, they oversee a staggering $545 billion in assets under administration and $235 billion in assets under management, reflecting their prominence in the financial services sector.
Cetera is committed to maintaining high satisfaction among its advisors, having achieved an impressive 4.8 out of 5 stars in recent satisfaction surveys. This commitment assures both clients and advisors that they are supported effectively in their wealth management endeavors.
Frequently Asked Questions
What companies did The Retirement Planning Group recently acquire?
TRPG acquired Hawkes Wealth Management, Wealtheon Advisors, and Financial Research, Inc. to bolster its asset base and expand its market reach.
How much in assets did TRPG obtain through these acquisitions?
The acquisitions brought approximately $180 million in additional assets under management to TRPG.
What is the mission of TRPG?
TRPG focuses on providing comprehensive wealth management services with a strong emphasis on client relationships and personalized financial guidance.
Who is the CEO of The Retirement Planning Group?
Kevin Conard is the CEO of The Retirement Planning Group, leading the firm’s growth and operational strategies.
How does Cetera support its financial professionals?
Cetera provides innovative solutions and extensive support to enable financial professionals to optimize their business operations and enhance their value to clients.
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