Riley Planning & Investments

Riley Planning & Investments Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Riley Planning & Investments, Financial planner, 1600 East Beltline Avenue Northeast, Suite 114, Grand Rapids, MI.

As your Personal CFO, Riley Planning & Investments is a fee only advisory firm that provides tailored investment management guided by economic insight and comprehensive financial planning.

Meet Patrick Riley đź‘‹Patrick is a co-founder and trusted advisor at Riley Planning & Investments, a fee-only advisory fir...
05/28/2026

Meet Patrick Riley đź‘‹

Patrick is a co-founder and trusted advisor at Riley Planning & Investments, a fee-only advisory firm in Grand Rapids.

As your Personal CFO, Patrick provides clear, conflict-free financial guidance helping individuals and families make smart investment decisions and build comprehensive long-term plans tailored to their unique goals.

With a passion for simplifying complex financial matters, Patrick is dedicated to empowering his clients to feel confident about their financial future.

Looking for straightforward, transparent financial advice? We’d love to connect!



https://rileyplanningandinvestments.com/who-we-are

What does your Advisor say to you?
05/21/2026

What does your Advisor say to you?

Do you know your credit score?In today’s world, your financial life runs on data—and your credit score is one of the mos...
05/01/2026

Do you know your credit score?

In today’s world, your financial life runs on data—and your credit score is one of the most important numbers you have. It plays a major role in:
• Loan approvals
• Interest rates
• Buying a home

A strong score can save you thousands over time, while a weak one can quietly cost you.

The good news? It’s something you can monitor and improve with the right habits.

If you haven’t checked yours recently, now’s a great time.

Do you have a Personal CFO guiding your financial decisions? At RPI, we go beyond basic advice to deliver tailored strat...
04/23/2026

Do you have a Personal CFO guiding your financial decisions? At RPI, we go beyond basic advice to deliver tailored strategies, smarter investing, and real clarity—so you can move forward with confidence.

If your company’s 401(k) plan feels expensive, outdated, or unsupported, it might be time to switch to a provider that p...
04/21/2026

If your company’s 401(k) plan feels expensive, outdated, or unsupported, it might be time to switch to a provider that puts your employees first—message us to see how easy the transition can be.

Address

1600 East Beltline Avenue Northeast, Suite 114
Grand Rapids, MI
49525

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 8pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 5pm

Telephone

+16164866174

Website

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