Founded in 1997, Strategic Planning Group, LLC is an independent, fee-only Registered Investment Advisor (RIA) firm based in Pittsford, New York. The company's mission is to provide objective, integrated financial planning and wealth management to individuals, families, and business owners. They utilize a team-based approach, combining expertise in investment management, retirement planning, tax and estate planning, and risk management to help clients achieve their long-term financial goals.

Founded in

United States