Fiduciary service Independent, 100% fee-for-service retirement plan consulting positions Guidance Point as a conflict-free fiduciary partner, suggesting sales conversations around fiduciary governance, vendor management, and fiduciary risk reduction for plan sponsors.

Small firm advantage With a lean team and revenue in the lower mid-range, there is an opportunity to scale through strategic partnerships, white-labeling services, or outsourced RFP/vendor search capabilities for mid-market clients who need cost-effective, high-touch consulting.

Core competencies Target prospects seeking specialized services in investment consulting, vendor search, fee benchmarking, employee engagement, and plan design. Cross-sell opportunities exist for integrated fee analysis and engagement programs that improve participant outcomes.

Digital presence Active use of CRM and marketing tech stack (HubSpot, Google Workspace, LinkedIn) enables targeted outreach to retirement plan sponsors and decision-makers; leverage content and thought leadership to establish trust and accelerate engagement.

Regional focus Headquartered in Portland, ME but with capabilities that can attract national or regional plans seeking fiduciary, fee transparency, and vendor governance expertise; pursue opportunities in markets with similar regulatory environments and plan sizes.