Cetera's Retirement Planning Group Expands with Acquisition of HMC Partners
Cetera's Retirement Planning Group Expands with Acquisition of HMC Partners
In a significant development for the financial advisory space, Cetera Financial Group has announced that its employee-centric Registered Investment Advisor (RIA), The Retirement Planning Group (TRPG), has successfully completed the acquisition of HMC Partners. This strategic move brings an impressive $425 million in assets to TRPG, marking a vital step in the company's growth trajectory.
Strengthening Market Presence
Based in Greensboro, North Carolina, HMC Partners is renowned for its commitment to delivering comprehensive financial solutions to over 500 households across the United States. The addition of HMC Partners not only enhances TRPG's asset base but also expands its operational footprint, solidifying its presence in the North Carolina market.
Key players in this acquisition, co-founders John Hardy and Gib McEachran, have transitioned from being affiliated with Summit Financial Networks—another distinguished community within the Cetera Advisor channel—to joining TRPG. Their expertise in wealth management and shared commitment to client satisfaction is poised to significantly elevate TRPG's service offerings.
Kevin Conard, CEO of TRPG, stated, "At TRPG, independent advisors who prioritize client relationships over operational complexities continue to find a strong and supportive home. John and Gib exemplify this spirit, bringing wealth management expertise and a deep commitment to serving clients first and foremost. We are proud to welcome them to the TRPG team and look forward to serving clients together."
A Future of Stability and Growth
Both Hardy and McEachran expressed their excitement about the merger, highlighting how TRPG's values align with their own. They are looking forward to leveraging TRPG’s capabilities and resources to benefit their existing clientele while affirming their dedication to providing exceptional services.
Furthermore, this acquisition follows TRPG's push for inorganic growth, as they strive to expand their reach in the financial services sector. Notably, just last month in August 2025, TRPG successfully acquired First Financial Advisors, Inc., adding more than $300 million to their existing asset management portfolio. Additionally, earlier in the year, TRPG executed three acquisitions that totaled approximately $180 million in assets, reflecting a robust growth pattern.
About Cetera Financial Group
Cetera Financial Group stands as a leading financial advisory powerhouse, tailored to empower independent advisors and institutions with personalized support. With close to 12,000 advisors and institutions under its umbrella, Cetera provides a unique multi-channel ecosystem designed for financial professionals to flourish, scale, or transition their businesses. This ecosystem emphasizes flexibility in affiliation models and integrated wealth solutions, making it a preferred choice among advisors.
As of mid-2025, Cetera has managed approximately $590 billion in assets under administration and boasts over $263 billion in assets under management. Their client-centric approach, as evidenced by the 40,000 advisor reviews collected through their premier customer feedback program, showcases Cetera's dedication to providing satisfaction and restoring trust within the financial advisory field.
Cetera's five-channel model and commitment to long-term advisor value are meticulously designed to ensure consistent, repeatable growth, setting a framework for future successes.
The Retirement Planning Group's Vision and Offerings
The Retirement Planning Group (TRPG) operates as both an employee-based RIA and an SEC-registered investment advisory firm, headquartered in Leawood, Kansas. With a robust client base of over 3,100 clients and approximately $3 billion in assets under management, TRPG is recognized as one of the fastest-growing companies in the Kansas City area. Their services encompass a full suite of wealth management solutions, providing comprehensive support in retirement planning, portfolio management, tax preparation, and more.
As TRPG continues to evolve and expand, the firm remains steadfast in its mission to navigate clients through every financial decision they face throughout their lives, ensuring their future remains secure and well-planned. The acquisition of HMC Partners reaffirms TRPG's commitment to growth, sustainability, and above all, client satisfaction.
For more details about TRPG and its extensive offerings, or to learn more about Cetera, visit their respective websites.
Topics Financial Services & Investing）
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