Welcome to American Planning Group!

American Planning Group is an independent financial planning and investment management company based in Stamford, CT that serves individuals and small businesses primarily in Connecticut and the New York Metro area. The firm is registered with the Securities Exchange Commission as a registered investment advisor.

As a registered investment advisor, American Planning Group must put your interests first and avoid or disclose any potential conflicts of interest.

For over 23 years, Robert Runde and Michael Parry have been providing personalized financial planning and investment advice to families and small businesses in Stamford, CT, the New York metro area, and Florida. As the partners and co-founders of American Planning Group, Bob and Mike both hold the Certified Financial Planner® (CFP) designation.  They are dedicated to helping clients make smart money decisions, to work through their financial problems and build and protect their wealth.

We specialize in investment management, financial planning and tax planning for small businesses, .

Our financial planning services include:

• Retirement planning
• Family financial planning
• Investment management
• Estate and legacy planning
• Tax and benefits planning for businesses

Please explore our site and learn how we can help you grow and preserve your wealth. If you have any questions, please contact us or call our office at (203) 323-6666. We look forward to hearing from you.