Welcome to Riley Planning & Investments
As your Personal CFO, Riley Planning & Investments provides tailored investment management guided by economic insight and comprehensive financial planning, empowering you to make confident financial decisions today and build a secure, thriving future.
RPI Advisors helps individuals and employers plan for long-term financial success.
RPI Services
Investment Management
At Riley Planning & Investments, your Personal CFO delivers personalized investment management that goes beyond simply picking mutual funds. We analyze the broader economy and market dynamics—because today’s investment landscape is far more complex than the stock market of the past. Our proactive strategies help optimize growth while managing risk in an ever-evolving financial world.
Financial Planning
Riley Planning & Investments offers comprehensive financial planning as your Personal CFO, creating tailored strategies rooted in a deep understanding of economic trends and individual goals. We recognize that today’s financial environment demands more than traditional methods—it requires forward-thinking and adaptable plans designed for lasting success.
Retirement Planning
With Riley Planning & Investments as your Personal CFO, retirement planning includes strategies that reflect the realities of today’s economy, not the predictable markets of decades ago. We build resilient plans designed to provide income stability and growth, preparing you for the financial challenges of the modern world.
Bitcoin and Cryptocurrency ETFs
Riley Planning & Investments integrates cryptocurrency ETFs into your portfolio with disciplined oversight from your Personal CFO. We understand the complexities of emerging assets in today’s economy and balance growth potential with prudent risk management for a modern investment approach.
Social Security Strategies
Our Personal CFOs at Riley Planning & Investments craft Social Security strategies that reflect current economic conditions and legislative realities. We help maximize benefits with clear, tailored guidance suited to today’s financial landscape.
K-12 and Higher Education Savings Accounts
Riley Planning & Investments, acting as your Personal CFO, develops education savings plans informed by today’s economic environment and tax-advantaged strategies. We tailor solutions to help you prepare effectively for both K-12 and higher education costs in a changing financial world.
Employer Retirement Plans
Riley Planning & Investments serves as your Personal CFO for employer retirement plans, providing fiduciary oversight and custom solutions that consider today’s economic complexities. We help employers and employees navigate modern market challenges to meet long-term financial objectives.
Inheritance Management and Estate Optimization Strategies
As your Personal CFO, Riley Planning & Investments delivers estate strategies designed with today’s tax and economic realities in mind. We focus on preserving wealth and minimizing tax impact through personalized, forward-thinking planning.
Female-Specific Independence Strategies
Riley Planning & Investments offers tailored financial independence strategies for women, combining deep economic insight with personalized planning. As your Personal CFO, we empower you to navigate today’s complex financial environment with confidence.
Budgeting and Financial Hardship Avoidance
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Workplace Financial Education Seminars
Riley Planning & Investments delivers workplace financial education seminars led by Personal CFOs who understand today’s complex economy. Our practical sessions empower employees to make informed decisions amid modern market realities.
Common Questions
How do you select investments, and what sets you apart from a typical advisor?
RPI Advisors goes beyond typical investment strategies. We construct data-driven, actively managed portfolios informed by thorough economic analysis, ensuring your investments are strategically aligned with your unique goals and adapt to changing markets.
Do you provide guidance for 401(k) investment selection? What if I've changed jobs?
Our Advisors, acting as your Personal CFO, help both individuals and employer-sponsored plan participants navigate retirement accounts with expertise across top record keepers like Voya, Empower, Ascensus, and Fidelity. We provide guidance on rollovers, ongoing contributions, and strategies to ensure long-term financial 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 guided employees at one of Grand Rapids’ largest employers on retirement planning.
As your Personal CFO, they deliver highly personalized wealth management and financial planning focused entirely on your goals.
Who We Are
At RPI, our financial advisors act as your Personal CFO, upholding the highest fiduciary standard and providing access to an open-architecture investment platform at a competitive cost. Through a personalized financial planning process, we take time to understand each client’s goals and circumstances, delivering tailored investment guidance and strategic financial oversight.
Clients can meet with us in our Grand Rapids office, virtually via Zoom, or by phone, and receive thoughtful, high-quality financial planning and support at every stage of life.
Individual Investors
We don’t just work with individuals—RPI works for both employees and employers. We partner with organizations to design, implement, and manage group retirement plans, simplifying investment platform management while providing employees with personalized financial planning and complimentary on-site retirement seminars.
Our advisors have supported some of West Michigan’s largest employers, helping them meet their fiduciary responsibilities and offering employees ongoing financial education and guidance throughout their careers.