Our Mission

Alpine Planning Group was founded on the principle of providing custom investment strategies for our unique clients. From independent financial advice through outstanding service and professionalism, our clients benefit from a local small-town feel of having advisors to meet with face-to-face. Simply put APG is focused on assisting each client to pursue their financial goals!

Who We Are:

Alpine Planning Group was formed in 1999 after its founder, Bryan Gray, left his career with a large financial institution. We joined forces with Woodbury Financial Services; a three-time award winning independent broker-dealer. This was an important choice to allow us to be fully independent and objective in working with our clients.

 


Contact us today to schedule your "no strings attached" consultation