About Us

Today, understanding and responding to market conditions is more challenging than at any point in recent years. At the same time, the variety of available financial products has never been greater. Amidst so much uncertainty, it is critical to work with a financial advisor who looks out for your best interests and makes recommendations that support your financial goals and values. You need truly independent advice, delivered without conflict or personal agenda, to help you make some of the most impactful decisions for you and your business.

Our focus is not to tell individuals or plan sponsors what to do. Our role is to help them make sound decisions informed by the data, knowledge, and experience that we have accumulated working with individuals and plan sponsors in similar situations.

Recently, Brian and Dan were again named to the Financial Times list of 401 most elite DC plan advisors in the U.S.  It is awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

 

 

The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in seven primary areas, including DC plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401.

 


Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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