Billings, MT (1/09/2025) Strategic Retirement Plans, a holistic financial planning firm in Billings, MT and Gillette, WY has been named to Forbes Best In-State Wealth Management Teams in 2025, ranking in the Top 10 of the more than 5,300 teams included. The list was published on 1/09/2025.
According to Forbes, a leading financial publication, “Every time we meet with a team or an individual advisor for a due diligence meeting, we are always thinking to ourselves, ‘Would we recommend this team (or individual) to a friend or family member?’ Quality is always first: if we’re going to include a team (or advisor) on our rankings, we have to make sure everyone is of the highest quality.”
The Forbes ranking of America’s Top Wealth Management Teams, developed by SHOOK Research, is based on both qualitative and quantitative criteria. Teams are evaluated using multiple methods, including interviews and reviews of revenue trends, client retention data, and assets under management.
Ryan Gomendi, Owner and Financial Advisor, states in response to receiving this award, “Our team is honored to be recognized on this list across Montana and Wyoming. We love what we get to do everyday as we serve great clients with our growing team.”
About Strategic Retirement Plans
Strategic Retirement Plans has been providing individuals and organizations with financial guidance since 1996. Located at 12 Avanta Way, Ste 1 Billings, MT and 39 Town Center Dr. Suite 110 Gillette WY, Strategic Retirement Plan’s advisors pride themselves on crafting unique strategies for each client. For more information, please visit srpretirement.com. Advisory Services offered through Commonwealth Financial Network, a registered Investment Adviser.
2025 Forbes Best In State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2025 based on data as of March 2024. 11,674 Management Teams were considered, approximately 5,300 teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/3s5r8z87.