Where Strategy Meets Execution in Financial Services
Planning Advantage Group delivers strategic and operational consulting to financial institutions navigating the convergence of workplace benefits, personal wealth management, financial planning, banking, insurance, and institutional services.
We help organizations clarify direction, build alignment, and execute with confidence in the financial services landscape of tomorrow. From go-to-market strategy to platform integration, we partner with firms to create lasting value—whether optimizing operations, expanding into new channels, or building integrated offerings for the next generation of clients.
We also support employers seeking to strengthen their workplace financial offerings—advising on strategies to improve participant outcomes, enhance financial wellness programs, and align benefits with broader workforce and organizational goals.
Rooted in decades of industry leadership across operations, sales, transformation, and client strategy, we understand the challenges—and opportunities—facing financial firms in an era of rising expectations and disruptive change.
Explore how we help bridge strategy and execution to position your business for sustainable growth.
Contact Us
info@planningadvantage.com
+1 (719) 401 - 1907
Areas of Practice
Strategic Growth & Operational Consulting
We help firms align growth goals with operational excellence—whether launching new capabilities, driving cross-functional transformation, or improving efficiency to stay competitive in a dynamic environment.
Workplace, Wealth, Banking and Insurance Integration
We advise on strategies that unify workplace and personal finance offerings, embed planning and wellness into customer experiences, and elevate the advisor value proposition. Our approach emphasizes not just experience design, but also product alignment—ensuring capabilities, tools, and offerings work together to deliver integrated, technology-enabled solutions at scale.
Future-Ready Solutions
We help firms anticipate change and respond with confidence—designing scalable approaches to employee benefits, advisory services, and financial planning that meet tomorrow’s expectations, today.
Industry Challenges by the Numbers
The financial services landscape is evolving—fast. These data points highlight the challenges and opportunities shaping the future of retirement, wealth, banking, and insurance services.
73% of clients want a single financial services provider for banking, investing, and planning—yet only 27% feel their providers are delivering a seamless experience. - EY Global Wealth Research Report, 2023 [1]
Only 35% of Americans have a formal financial plan—despite 81% saying they want one. - Schwab Modern Wealth Survey, 2023 [2]
In the U.S., the middle 50% of households by wealth—often considered the mass affluent—now hold over $35 trillion in assets, underscoring the scale of this market. - U.S. Federal Reserve, Distributional Financial Accounts, 2024 [3]
85% of banking and wealth executives cite legacy systems as the number one obstacle to delivering scalable innovation. - Deloitte Banking and Capital Markets Outlook, 2024 [4]
The data and statistics presented on this site are sourced from publicly available industry reports and third-party research. All trademarks, logos, and brand names are the property of their respective owners. Planning Advantage Group makes no claim of ownership over these materials and uses them solely for educational and illustrative purposes. For full context, please refer to the original published sources.
Get in Touch
Call, email, or schedule a no obligation consultation to discuss your needs.