Strategic Planning

What Strategic Planning does

Strategic Planning is a privately held, owner-operated financial advisory firm headquartered in Columbus, Ohio. Founded in 1983 by Stanley Edgell, who continues to serve as Founder, Owner and President, the firm operates with a small team of 11-50 employees and has been in continuous operation for over four decades.

The firm offers three core service lines: financial planning, business support, and retirement planning. These services are positioned toward individual households and small businesses seeking personal financial advisory and retirement income planning. The firm's website (stgplan.com) is listed but the captured page content shows only a loading/verification screen, and no product details, technology stack, proprietary tools, or platform architecture are documented in the available data.

Strategic Planning generates revenue through professional services fees associated with financial planning engagements, business advisory support, and retirement planning mandates; however, no pricing models, fee schedules, AUM figures, or revenue figures are disclosed. No funding rounds, acquisitions, partnerships, regulatory actions, leadership changes beyond the founder, or certifications are present in the source material, leaving the firm's commercial structure, scale, and growth posture largely undocumented.

Name

Strategic Planning

Website

https://stgplan.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Planning is a privately held financial advisory firm in Columbus, Ohio, founded in 1983, offering financial planning, business support, and retirement planning services to individual and small business clients.

Ownership category

akta.pro rank

Product category

Financial Planning Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Financial planning services
• Retirement planning
• Business advisory support
• Personal financial advisory
• Wealth planning

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core offering

Strategic Planning provides personalized financial planning, retirement planning, and business support services to individuals and small businesses. The firm operates as a locally focused advisory practice delivering tailored planning guidance to clients in the Columbus, Ohio market.

Differentiator

Problem solved

Functional benefit

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves1 record

Broad incumbents

• Mariner Wealth Advisors: National RIA platform providing comprehensive financial planning, retirement, and estate services to HNW individuals and business owners; competes for the same client segments in a more scalable footprint.
• Creative Planning: Large private RIA founded in the Midwest (Overland Park, KS) offering comprehensive financial planning, retirement, and wealth management—directly comparable services but at much greater scale than Strategic Planning.
• Carson Group: Midwest-based RIA and advisor support platform that bundles financial planning, retirement, and business-owner services—an aggregator model that often acquires or partners with firms like Strategic Planning.
• Focus Financial Partners: Leading RIA partnership platform backed by private equity that acquires and supports independent advisory firms like Strategic Planning, providing relevant peer context on M&A optionality.
• Edelman Financial Engines: Large national RIA combining comprehensive financial planning with retirement plan participant advice—competing for overlapping retirement-planning demand from the same HNW and corporate segments.
• Buckingham Strategic Wealth: Midwest-rooted RIA focused on fee-only financial planning, retirement planning, and wealth management for HNW households—overlapping service mix and client profile with Strategic Planning.

Direct peers

• Savant Wealth Management: Midwest-based RIA offering financial planning, tax, retirement, and business-owner advisory services—closely comparable boutique-to-mid-market RIA competing in similar geographies.
• SignatureFD: Fee-only RIA headquartered in Atlanta offering financial planning, business-owner advisory, and wealth management—closely comparable in service mix, scale (sub-100 employees historically), and client focus.

Emerging players

• Honest Dollar (or similar digital RIA): Digital-first retirement and financial planning platform competing for the same mass-affluent and small-business retirement-plan market that Strategic Planning serves, typically at lower cost.

Regional players

• Plante Moran (Wealth Management): Midwest accounting/consulting firm with a wealth management practice serving business owners and HNW clients with financial planning and retirement advisory—an adjacent competitor targeting similar Columbus-area client profiles.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights4 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Planning