The most important question we ask all potential clients:

Is there a fit? Call to Discuss

Welcome to

Rocky Mountain Planning Group, Inc.

Rocky Mountain Planning Group, Inc. is a financial planning and wealth management firm in Avon, CO providing services for business owners, executives, multi-generational families, and individuals globally. As a privately owned, family-run firm, our business model is predicated upon establishing and retaining long term financial partnerships. We skillfully guide our clients through a multitude of life transitions. We understand that each client’s financial situation is unique, which is why we don’t believe in a one-size-fits-all approach. With us, you will receive independent, personalized creative planning solutions that meet your needs. Rocky Mountain Planning Group, Inc. is registered with the State of Colorado Division of Securities.

Personalized Planning Solutions to Meet Your Unique Needs

 At RMPG, we start with the end in mind. We empower our clients by educating them and integrating their goals and their dreams into their finances. We work with a team of highly qualified specialists with a broad range of expertise. Specific areas we address include:

For Families & Individuals (Including Retired Executives & Professionals)

  • Comprehensive financial planning
  • Asset management
  • Retirement planning
  • Estate planning
  • Financial planning and asset management for the recently widowed
  • Divorce settlements
  • Management of proceeds from the sale of a business or an inheritance
  • Charitable giving review, legacy planning, and planned giving

For Owners of Closely Held Businesses

  • Deferred compensation
  • Retirement programs, qualified, and non-qualified
  • Business succession planning, including buy-sell arrangements
  • Asset management
  • Tax planning
  • Sales and acquisitions of businesses
  • Linking business and personal planning

To schedule an appointment and for more information, call us at 970-949-9281 or fill out the form below. We look forward to discussing whether we may be of service.

48 E Beaver Creek Blvd # 308
Avon, CO 81620

Mailing Address:
P.O. Box  2882
Avon, CO 81620

Phone: 970-949-9281
Fax: 970-949-1983

Monday – Friday
8:30 AM – 5:00 PM