Financial Strategies Retirement Partners (FSRP) Employee Directory

Financial ServicesUnited States11-50 Employees

Financial Strategies Retirement Partners (FSRP) is an independent investment management firm specializing in 401k plans and individual wealth management. Our team of 25 professionals advises on assets of $2.43 billion in retirement plans and wealth management accounts as of 3/24/2025. On the 401k team, we partner with employers to address fiduciary responsibilities and develop financial wellness initiatives that guide employees to successful retirement outcomes. In the wealth management arena, we help our clients develop tax efficient strategies for investing, with a focus on reliable retirement income creation and generational wealth growth.

We are proud of our affiliation with Commonwealth Financial Network, one of the largest privately-held independent Registered Investment Advisers and broker/dealers in the nation.** FSRP is also a Registered Investment Adviser and we function as co-fiduciaries on each 401k plan we manage.

**As of 12/31/24 , based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.

Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Financial planning offered through Financial Strategies Retirement Partners and fixed insurance products are separate and unrelated to Commonwealth.

Financial Strategies Retirement Partners (FSRP), 3 Executive Park Drive, Suite 205, Bedford, NH 03110, 603-627-1463. 

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

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