Hi, I'm Pierce Hyldahl

"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."

"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 :)"

"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."

"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!"

"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."

"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."

"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."

"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!"

"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."

"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."

"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."

"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."

"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."

"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."

"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."

“Pierce helped us organize investments, insurance, and retirement planning all in one place. It’s honestly brought us a lot of peace of mind.”

“I’ve dealt with advisors before who felt transactional. Pierce is different. He checks in regularly and makes you feel like more than just another account.”

“Pierce has been a huge help during a major transition in our lives. He’s thoughtful, responsive, and always available when questions come up. During a stressful period where we were juggling career changes, moving, and trying to stay on top of our finances, Pierce brought a sense of calm and structure that we really needed. He walked us through every step, helped us prioritize what mattered most, and made sure we understood our options without ever making us feel pressured. Having someone we trust during that transition made a huge difference for our family.”

“I trust Pierce completely with our financial planning. He’s professional, easygoing, and genuinely invested in helping us succeed long term.”

“Pierce makes complicated financial topics feel simple. Every meeting leaves me feeling more confident and less overwhelmed.”

“One of the best things about working with Pierce is how personal everything feels. He remembers details about our family and goals and truly cares.”

“I was referred to Pierce by a friend and now I understand why. He’s knowledgeable, responsive, and someone you can actually trust for honest advice.”

“Pierce has helped our family feel financially organized for the first time in years. We finally feel like we’re making intentional decisions instead of reacting.”

“Very professional but also very relatable. Pierce explains options clearly without pressure and always makes himself available.”

“I appreciate how proactive Pierce is. He reaches out, checks in, and makes sure we stay on track instead of waiting until problems come up.”

“Pierce helped me think differently about retirement and protecting my family financially. It never feels like a sales pitch with him.”

“Working with Pierce has been refreshing. He’s down to earth, easy to trust, and really takes the time to understand your situation.”

“As someone running a small business, finances can get chaotic. Pierce helped bring structure and clarity to everything. Before meeting him, I felt like I was constantly reacting instead of planning ahead. He helped me organize both my business and personal finances in a way that finally made sense and gave me confidence moving forward. What I appreciate most is that he doesn’t just focus on numbers — he takes the time to understand your goals and what you’re trying to build long term. It’s been a huge relief having someone dependable in my corner.”

“My husband and I both felt comfortable with Pierce immediately. He’s approachable, knowledgeable, and very genuine.”

“I’ve had advisors before, but Pierce stands out because of how much effort he puts into relationships. You can tell he cares about doing right by people.”

“Pierce helped us map out a plan for retirement while still helping our kids through college. That balance was really important to us.”

“He’s the kind of advisor you can call with questions and actually get a thoughtful answer instead of a rushed response. Great experience so far.”

“Pierce explains financial planning in normal language, which I appreciate more than he probably realizes. I always leave meetings feeling informed.”

“I’ve gained a lot of confidence since working with Pierce. He helped us get organized and finally start planning intentionally for the future.”

“Very responsive, very knowledgeable, and easy to work with. Pierce genuinely wants what’s best for his clients.”

“I’m someone who tends to overthink financial decisions. Pierce has a calming way of walking through everything step by step.”

“What stands out most is how personal the experience feels. Pierce takes the time to know you, your family, and your goals.”

“Pierce has helped me better understand investments and retirement planning without ever making me feel overwhelmed or pressured.”

“We’ve been extremely happy working with Pierce. He’s attentive, professional, and someone we feel comfortable recommending to family and friends."

“Pierce is sharp, dependable, and always thinking ahead for his clients. I appreciate how proactive he’s been with our planning.”

“He’s incredibly patient and takes time to answer every question thoroughly. You never feel rushed during conversations.”

“Balancing business finances and personal goals was something I struggled with for years. Pierce helped connect all the pieces together.”

“Pierce brings a lot of confidence and calm to the financial planning process. We’ve really enjoyed working with him.”

“Anytime I’ve had questions, Pierce has been quick to respond and always willing to help. It’s clear he values relationships.”

“We didn’t realize how unorganized we were financially until we sat down with Pierce. He helped us build an actual roadmap. Instead of feeling judged or overwhelmed, we felt supported from the very beginning. He broke everything down into manageable steps and helped us prioritize what needed attention first. Over time, we’ve become much more confident about our finances and finally feel like we’re moving toward clear goals instead of just trying to keep up month to month. Working with Pierce has honestly reduced a lot of stress for our family.”

“Pierce is professional without being stiff or overly formal. Conversations feel natural and productive every time.”

“He’s trustworthy, knowledgeable, and easy to talk to. I’ve recommended Pierce to multiple friends already.”

“Pierce has helped me make smarter financial decisions with both my investments and retirement planning. I really value his perspective.”

“Working with Pierce has given our family a lot more confidence about the future. He’s thoughtful, responsive, and genuinely cares about helping people. From helping us organize our finances to answering questions whenever they come up, he’s consistently been someone we can rely on. We never feel like just another client, and that personal attention has made a huge difference in how comfortable we feel planning for the future.”

"I've had an outstanding experience with Pierce Hyldahl at Rich Planning Group. He's fully licensed, he's passed all the necessary tests, and it shows in his knowledge. He not only connected me with someone for my business's health insurance but also guided my insurance planning to save money. On top of that, he's been invaluable in addressing my retirement planning needs. I highly recommend Pierce for thoughtful, all-around financial planning."