Boutique scale Southeast Retirement Planners operates as a small investment management firm with 2-10 employees, suggesting an opportunity to upsell expanded advisory capabilities, broader asset classes, and expanded compliance or technology platforms as they scale.

Integrated planning Their services cover comprehensive financial planning areas including education, estate, retirement, business succession, and risk management, presenting a cross-sell opportunity for additional funds, insurance products, and advanced retirement income strategies.

Technology footprint Current tech stack includes iCIMS, jQuery, Lodash, Slick, Datadog, Piwik, and Google Search Console, indicating potential to offer modern CRM, marketing automation, analytics, and cybersecurity enhancements tailored for a smaller enterprise.

Regulatory alignment Securities and advisory services are offered through LPL Financial, highlighting a channel for joint marketing, co-branding, and leveraging LPL resources to expand capabilities and client reach.

Revenue focus Reported revenue range of 10M–25M places them as a growing mid-market firm with potential interest in scalable services such as practice management consulting, succession planning, or technology integrations to drive margin improvement and organic growth.