Honored in Forbes’ 2023 Best-In-State Wealth Advisor List For The 7th Consecutive Year
Billings, Montana (April 4, 2023 )—Strategic Retirement Plans has announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2023. This is the 7th consecutive year to receive this honor. The list was published on Forbes.com on...
Our Team Featured in Fortune, Entrepreneur, Bloomberg Businessweek, & Time
We were fortunate to have the opportunity to have an article written about our team and placed in these well known publications: Fortune, Entrepreneur, Bloomberg Businessweek, & Time. We are excited to share our passion for financial stewardship and our services...
Ryan Earns New Kingdom Advisors Certification
We would like to congratulate Ryan on his new Kingdom Advisors Certification! Kingdom Advisors puts an emphasis on “a different perspective” that leads clients towards financial stewardship. Ryan will go more in-depth on what it means to choose a wise...
Gabe Lapito Honored in 2022 Forbes Best-in-State Wealth Advisor for the 6th Consecutive Year
Billings, MT (4/7/2022) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY announced that Gabe Lapito has been named to Forbes Best-in-State Wealth Advisors for 2022. This is the 6th consecutive year to receive this...
Gabe Lapito Named to Forbes’ list of Top Next-Gen Wealth Advisors for 2021
Strategic Retirement Plans, a wealth management firm in Billings, Montana, today announces that its Owner/Financial Advisor Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF®, has been named to Forbes’ list of Top Next-Gen Wealth Advisors for 2021 as one of the country’s...Ready to Get Acquainted?
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