TRG Advisors, Inc. Joins intellicents to Expand Financial Planning and Retirement Plan Consulting Capabilities
Florida-based advisory firm brings deep planning expertise and a shared commitment to client-first service
intellicents, a national financial advisory firm dedicated to helping clients pursue their financial goals through comprehensive planning and retirement plan consulting, is pleased to announce that TRG Advisors, Inc., a Lakewood Ranch, Florida-based financial planning and retirement plan consulting firm, has joined the intellicents community.
TRG Advisors provides personalized wealth planning and retirement plan consulting services for individuals, families, and businesses. With a focus on holistic financial planning and customized retirement plan design aligned with fiduciary standards and client education, TRG Advisors shares a service philosophy that aligns with the intellicents approach.
The TRG Advisors team will continue serving existing clients while expanding their reach to support individuals and businesses across the Florida and Georgia area.
“We’re excited to become part of the intellicents team,” said Paul Duggan, President of TRG Advisors, Inc. “This relationship enhances our ability to deliver high-touch financial planning and retirement solutions, supported by intellicents’ resources and national advisory infrastructure.”
Through this partnership, TRG Advisors gains access to intellicents’ planning tools, thought leadership, and operational support—while maintaining its commitment to personalized client engagement. Together, the combined teams aim to strengthen retirement plan consulting for employers and deepen financial planning services for individuals and families in the Southeast region.
“Welcoming TRG Advisors into the intellicents network reflects our ongoing commitment to client-centered advisory services,” said Matt Twedt, President of intellicents. “Paul, Jonathan, and the entire TRG team bring valuable experience and a shared dedication to helping clients make informed financial decisions.”
About TRG Advisors, Inc.
TRG Advisors, Inc. is a financial planning and retirement plan consulting firm based in Lakewood Ranch, Florida. The firm specializes in personalized wealth planning, fiduciary-aligned retirement plan consulting, and proactive financial guidance to help individuals, families, and businesses work toward their financial goals. The team services clients in Florida and Georgia.
About intellicents
intellicents is a national financial advisory firm offering retirement plan consulting, wealth management, family office services, insurance consulting, and tailored financial planning strategies. At intellicents, financial advice is grounded in personalized service and a mission to support clients’ financial independence and life goals.
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Maranda Tufte
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Maranda.tufte@intellicents.com
Disclosure:
Advisory services are offered only in jurisdictions where the firm and its representatives are properly registered or exempt from registration. Nothing herein should be construed as an offer to provide advisory services in any jurisdiction where such services would be unlawful.