Professional Planning Services, Inc.

Professional Planning Services, founded in 1997 in the US, focuses on delivering financial advisory services. In September 2025, Simplicity Financial Marketing Holdings Inc. , a portfolio company of SkyKnight Capital and Dragoneer Investment Group, acquired Professional Planning Services. Professional Planning Services (PPS) is a holistic financial planning firm that offers a comprehensive suite of services aimed primarily at high-income earners, professionals in the pharmaceutical industry, families with college-bound students, and small business owners across the United States.

Their core product offerings include personalized financial planning, investment advisory services, estate planning assistance, and Medicare consulting, all designed to address the unique financial challenges faced by their clientele. PPS employs a "Comprehensive and Transparent Approach," which enables clients to evaluate their existing financial plans critically and identify potential gaps. The firm collaborates with estate planning attorneys to simplify wills, trusts, and legacy planning. Their services are marketed nationally, reflecting a commitment to serve clients beyond the New Jersey region, challenging typical geographical limitations in financial services.

The revenue structure of Professional Planning Services is primarily derived from service fees associated with their financial planning and advisory services. Clients engage with PPS through a direct-to-consumer model, wherein individuals seeking financial guidance may initiate consultations or request a complimentary second opinion on their financial plans. The firm charges clients based on the complexity and scope of the services provided, which may include flat fees for specific projects, ongoing advisory fees based on assets under management, or hourly rates for consultations. In September 2025, Simplicity Financial Marketing Holdings Inc.

, a portfolio company of SkyKnight Capital and Dragoneer Investment Group, acquired Professional Planning Services. This acquisition aims to enhance Simplicity Group's wealth and protection services platform while strengthening its holistic financial planning capabilities. The firm is likely strategizing to expand its offerings and reach in new geographic regions, leveraging the resources from this acquisition.