Acquiring Company
The Retirement Planning Group
Acquired Company
HMC Partners
LeawoodGreensboroFinancial ServicesFinanceFintechFinanceFintechDescription
The Retirement Planning Group (TRPG) has successfully closed its acquisition of HMC Partners, adding approximately $425 million in assets. This acquisition marks a significant expansion of TRPG's presence into North Carolina. TRPG aims to enhance its service capabilities while welcoming HMC's co-founders as part of their team.
Quick answer
The Retirement Planning Group is acquiring HMC Partners, announced September 25, 2025. The Retirement Planning Group is based in Leawood, Kansas, United States.
- How much did The Retirement Planning Group pay for HMC Partners?
- The deal value was not disclosed.
- What does The Retirement Planning Group do?
- The Retirement Planning Group (TRPG) is Cetera's employee-based RIA and an SEC registered investment advisory firm headquartered in Leawood, KS.
- Where are The Retirement Planning Group and HMC Partners based?
- The Retirement Planning Group is based in Leawood, Kansas, United States. HMC Partners is based in Greensboro, North Carolina, United States.
- Who are the decision-makers at The Retirement Planning Group?
- Fundz holds 1 contact at The Retirement Planning Group. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at The Retirement Planning Group, and when
When The Retirement Planning Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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- The decision-makers there, with verified emails
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Frequently asked
Who acquired HMC Partners?
HMC Partners was acquired by The Retirement Planning Group, based in Leawood. The deal was reported on September 25, 2025. The Retirement Planning Group (TRPG) is Cetera's employee-based RIA and an SEC registered investment advisory firm headquartered in Leawood, KS. The Retirement Planning Group is privately held and operates in Financial Services.
When did The Retirement Planning Group acquire HMC Partners?
The Retirement Planning Group's acquisition of HMC Partners was reported on September 25, 2025. The Retirement Planning Group (TRPG) has successfully closed its acquisition of HMC Partners, adding approximately $425 million in assets. This acquisition marks a significant expansion of TRPG's presence into North Carolina. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does HMC Partners do?
HMC Partners is a financial advisory firm serving more than 500 households across the U.S. The firm specializes in wealth management, prioritizing client service and relationship-building. It is privately held, operating in Finance, and is based in Greensboro.
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