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Hi, I'm Pierce Hyldahl

Passionate about helping individuals and business owners build, protect, and grow their wealth. Let's create a plan that gives you confidence for the future.

Who Am I?

Understanding the powerful role financial advisors play, I’m driven to help individuals achieve what matters most to them. Watching my father use his abilities to better people’s lives sparked my passion for serving the next generation. I’m thankful to be part of a firm where our clients are always the number one focus.

I attended Wharton University for retirement planning and financial services as well as Columbia University for Behavioral Finance. My primary focus is on tax efficient retirement strategies, insurance solutions, and portfolio management tailored for business owners and individuals. I'm a lifetime New Jersey resident now living in Annandale, NJ, with my wife (Julia) son (Arthur) and frenchie (Mochi).  Outside of work you can find me spending quality time with family, practicing martial arts, lifting weights, cycling, or playing drums or basketball.

100%
Independent Comprehensive Financial Planning
50+
Families Helped Retire Successfully
All 50
Licensed Across the Country
99.9%
Running on coffee
$3 billion + in Assets Under Management

Tailored Financial Solutions for Your Life Goals.

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Retirement Strategies

Helping you plan for a secure, comfortable retirement through tax-advantaged accounts, income planning, and distribution strategies.

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Insurance Solutions

Protecting what matters most including life, long-term care, disability, health, and other insurance options to safeguard your family and assets.

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Portfolio Management

Customized investment approaches to grow and preserve wealth aligned with your risk tolerance and objectives.

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Holistic Wealth Planning

Comprehensive guidance for business owners and individuals, including estate, education savings, and risk management.

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Credentials & Expertise

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Series 7 and 66 Licensed Fiduciary
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5 Star Wealth Manager (2026) – NJ.com
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Retirement Planning Specialist from Wharton
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3rd Generation Advisor
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HLP from Columbia University

Areas of Focus & Client Success

Trusted by Those I Serve

26 reviews and growing

Larryon Truman

"I’ve been working with Pierce Hyldahl at R.I.C.H. Planning Group, and he’s been incredible to work with. He takes the time to understand your goals, explains everything clearly (even the complicated stuff), and helps you feel confident about your financial future.

Pierce isn’t pushy. He’s patient, trustworthy, and genuinely cares about helping you make smart, informed decisions. Whether it’s retirement planning, insurance, or investments, he makes sure everything is tailored to your situation.

If you’re looking for a financial advisor who knows his stuff and truly puts your needs first, I highly recommend Pierce & R.I.C.H. Planning Group!"

"As a third-generation advisor, Pierce brings genuine care and expertise. Highly recommend for anyone serious about building long-term financial security."

Adrian Foster
Will Armstrong

"Pierce is a long time friend and trusted financial advisor who has truly made a world of difference in my pursuit of financial freedom. His clear communication, positive attitude, and expertise take the stress away from managing finances on your own. He takes a genuine interest and responsibility in every one of his clients portfolios and personal lives. I would trust him with absolutely anything, and know that I am in good hands. Working with Pierce and his team has been the best financial decision I’ve ever made."

"As a self-employed artist, trusting someone with my finances is huge. I trust Pierce and he’s incredibly encouraging, clear, thoughtful, and offers advice that feels strategic but never overwhelming. He never makes me feel dumb for asking questions about money and I always feel informed and involved in the process. Hire Pierce without hesitation :)"

Rachel Artime
Michael Vaughn

"Pierce takes the time to truly understand your situation and puts your needs first—his guidance on retirement planning has given me real peace of mind."

"Professional, approachable, and knowledgeable. He helped simplify complex insurance options and made sure my family was protected without overcomplicating things."

Karen Whitlock
Ashley Combs

"As a small business owner in Union City, I used to constantly worry about my retirement plan. I already had enough on my mind and trying to figure out IRA’s and investments just wasn’t something I had capacity for. Once I started working with Pierce, he took the entire mental load off my plate. He is trustworthy, professional, and incredibly knowledgeable. Now that I’ve been working with Pierce, I have seen how he’s managed my money and I couldn’t be happier with the results. Now I never worry about retirement because I have full trust in Pierce. My mind is at ease and I can simply run my business! Thank you Pierce!"

"Pierce has been helpful in guiding me through retirement and investment planning. I always feel confident knowing I have someone knowledgeable and trustworthy looking out for my financial future. Thank you for making the process easy to understand!"

Jenna Myer
Michael Purri

"Pierce has been an exceptional advisor when it comes to financial planning. He takes the time to truly listen before offering thoughtful well informed guidance tailored to your specific goals and circumstances.
 
If you or someone you know is seeking a  knowledgeable, trustworthy, professional to assist with financial planning needs, I highly recommend Pierce.

If you also want to see someone hit the dimples off of a golf ball, he’s your man as well."

"Pierce has been a lighthouse in a sea of options for where to trust your retirement and life insurance. His short and long term visions for us have given us the ability to really plan for what’s coming next financially for our family. Pierce’s expertise with how to navigate the best plan of action for our personal situation gives us peace of mind. You have to have an advisor like this so you can focus on your career and family."

Tyler & Alessandra
Vincent Marelli

"I’ve been a barber for 12 years and in my industry it’s on you to put aside and plan your own retirement. I wasn’t sure how to navigate financial planning and retirement. Pierce has been instrumental in helping me put together a plan for the future. He’s professional and genuine in his approach and has put my mind at ease. Couldn’t recommend him more to anyone who needs help planning for their future."

"I’m pleased to recommend Pierce as a fantastic Financial Advisor. I have been working with him for four years on all aspects of my financial portfolio including savings, retirement investing/planning and life insurance. He is professional, reliable and takes time to understand my needs and goals to provide value added solutions and products. My understanding of the current state and future projections of my finances has greatly improved due to working with Pierce and he is a trusted partner that I recommend without hesitation."

Jeff Bunce
Margaret and Robert H.

"Pierce was a godsend when it came to navigating the complexities of long-term care. We were worried that potential medical costs down the road would deplete the inheritance we wanted to leave for our grandkids. He walked us through a hybrid strategy that protected our portfolio while ensuring we’d be covered no matter what our health looks like in ten years. It’s a huge weight off our shoulders."

"Transitioning from saving to actually spending our retirement fund was honestly intimidating. Pierce simplified the entire process by creating a 'tax-smart' withdrawal plan. He showed us how to coordinate our Social Security timing with our IRA distributions to keep us in a lower tax bracket, saving us thousands annually. We finally feel like we can enjoy our retirement without constantly looking over our shoulder at the IRS."

David and Susan
Mark Olivieri CPA

"Pierce has been a pleasure to work with. He is knowledgeable, responsive, and consistently goes the extra mile. He has been nothing short of exceptional - both in the way he serves clients and in the way he collaborates professionally. He’s someone I trust, and someone I’m always confident referring clients to."

"My husband and I have loved working with Pierce. He has played a key role in ensuring we’re protected with the right insurance plan while also educating us on our investments and long-term retirement strategy. He’s always responsive and genuinely cares about our long-term success. We look forward to continued growth with Pierce as our trusted guide!"

Christie & Marc
Aaron Leonovich

"Pierce helped me make the transition from our previous 401(k) to an IRA completely seamless. He is highly knowledgeable, responsive, truly cares about his clients' financial futures. A trustworthy and excellent advisor who has earned our confidence."

"Pierce has been essential in assisting me to build a fortified financial strategy. He has offered timely and responsive services to ensure my needs are met and adjusted to fit new priorities.  He also displays personal concern with portfolio performance and the well being of his clients. I trust and recommend him fully, and look forward to a long running relationship over the course of my personal financial journey."

Craig Charles
Austin Melendez

"Pierce has helped me tremendously with retirement planning and investments. He listened to my needs, built a solid personalized plan, and guided me toward smarter saving and growth strategies. My portfolio is stronger, and I’m now on track for a secure retirement. Highly recommend—professional, honest, and truly caring!"

"Working with Pierce has been such a positive experience for us. He brings a calm, reassuring approach to conversations that used to feel overwhelming, and he always takes the time to really listen. We never feel like just another client—he genuinely cares and it shows. It’s been such a relief having someone we trust to guide us through these decisions."

Sarah Mitchell
Natalie and Craig Cook

"Pierce has been an incredible partner in helping us understand and improve our family’s financial health. He provides a clear, comprehensive view of our finances and explains market insights and strategies in a way that’s easy to grasp and aligned with our goals. From rolling over old 401(k)s to setting up life insurance and Roth accounts, his guidance has been invaluable. Most importantly, we have peace of mind knowing we have a trusted advisor who is always there to support us and ensure our finances are working for our future."

"Pierce has a way of making things feel simple and doable, even when we thought our finances were a bit of a mess. He’s patient, easy to talk to, and always happy to answer questions without making us feel rushed. We leave every conversation feeling a little more confident and a lot more at ease."

David Reynolds
Lauren Bennett

"We’ve really enjoyed working with Pierce. He explains everything in a way that actually makes sense and never talks over our heads. It feels like he’s truly on our side and wants us to succeed. Having that kind of support has made a big difference in how we think about our future."

"Pierce has been great to work with from the start. He checks in regularly, keeps things organized, and makes sure we stay focused without adding any pressure. It feels more like working with someone in your corner than just getting advice, which we really appreciate."

Michael Carter
Emily Foster

"Honestly, we just feel really lucky to have been connected with Pierce. He’s thoughtful, approachable, and always takes the time to walk us through things at our pace. It’s clear he cares about what’s best for us, and that’s made the whole experience feel comfortable and stress-free."

"I've worked with Pierce for a few years now and honestly wish I met him sooner. Before working with him, I constantly felt stressed trying to manage investments, retirement planning, and making sure my family was financially protected. Pierce took the time to really understand our situation and explain everything in a way that felt approachable instead of overwhelming. My wife and I finally feel like we have a real long-term plan instead of just guessing and hoping we're making the right decisions. What stands out most is how available and proactive he is — he checks in regularly, answers questions quickly, and genuinely cares about helping us succeed."

Michael Harrington
Jennifer Collins

"Pierce has been incredible to work with. He's patient, explains everything in a way that actually makes sense, and never makes you feel rushed. You can tell he genuinely cares about the people he works with. From our very first meeting, he made us feel comfortable asking questions and never once made us feel inexperienced or uninformed. He takes the time to explain not just what we should do, but why it matters long term, which has helped us feel much more confident about our financial future."

"As a business owner, I needed someone who understood both personal finances and business planning. Pierce has helped me think long term and make smarter decisions for my family and company."

David Russo
Karen Mitchell

"I was nervous about retirement planning because I felt behind, but Pierce made the whole process feel manageable. He's easy to talk to and always follows through."

"What I appreciate most about Pierce is that he doesn't talk down to you or throw a bunch of confusing terms around. He actually listens first and then helps build a plan around your goals."

Anthony Deluca
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