Welcome to Riley Planning & Investments
Riley Planning & Investments delivers a higher standard of personalized investment management and comprehensive financial planning, helping clients navigate today’s markets while preparing for a confident retirement.
RPI advisors serve both individuals and employers long-term strategies.
RPI Services
Common Questions
How do you select investments, and what sets you apart from a typical advisor?
At RPI Advisors, we don’t rely solely on index funds. Instead, we build creative, data-driven portfolios based on thorough economic analysis. We are active investors, thoughtfully managing portfolios to take advantage of opportunities and navigate changing markets—so your investments work harder for your goals.
Do you provide guidance for 401(k) investment selection? What if I've changed jobs?
Yes. Our advisors work with both individuals and employer-sponsored plans and have extensive experience across many leading record keepers, including Voya, Empower, Ascensus, Fidelity, and others. We help clients navigate employer-sponsored retirement plans after a job change, including rollover strategies and ongoing retirement contributions designed to support long-term success.
I inherited assets from a parent. What should I do next?
RPI advisors have extensive experience with the tax considerations of inherited accounts. We help you structure and invest these assets thoughtfully while clearly explaining the associated tax implications.
Do you work with clients outside of Michigan?
RPI advisors work with clients across the country, using modern technology to provide the same thoughtful, high-touch financial planning experience as we do in person.
Whether you are just beginning to think about retirement
or are several years into it,
we are here to get you to and through retirement.
Jenna and Patrick bring deep industry experience from leading national financial firms and have advised employees at one of Grand Rapids’ largest employers on retirement planning.
By working independently, they are able to deliver highly personalized wealth management and financial planning focused entirely on their clients’ goals.
At RPI, our financial advisors are committed to the highest fiduciary standard, delivering exceptional service and access to an open-architecture investment platform—all at a competitive cost. Through our personalized financial planning process, we take the time to understand your unique goals and circumstances, enabling us to provide tailored investment recommendations and guidance.
Whether you meet with us at our Grand Rapids office, connect virtually via Zoom, or speak with us by phone, we are dedicated to providing thoughtful, high-quality financial planning and support for every client.
We don’t just work with individuals—we also partner with employers to design, implement, and manage group retirement plans. Our team simplifies the management of the investment platform and provides employees with personalized financial planning, along with complimentary on-site retirement seminars.
RPI financial advisors have supported some of West Michigan’s largest employers, helping them meet their fiduciary responsibilities while offering employees ongoing financial education and guidance throughout their careers.