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OneGroup Retirement Advisors Employee Directory

Financial ServicesNew York, United States2-10 Employees

OneGroup Retirement Advisors is a financial services firm that provides fiduciary investment advice to plan sponsors, with a focus on helping retirement plans operate in line with ERISA guidelines. The firm emphasizes a consultative, trust-based approach backed by professionals who average substantial experience in the industry and by advisors who hold the Accredited Investment Fiduciary designation. Its offerings include services aimed at optimizing qualified retirement plans, such as competitive fee benchmarking, retirement education programs for employees, and fiduciary support. Based in Syracuse, New York, the company operates as a small team and partners with LPL Financial to deliver securities and advisory services, while insurance products may be offered through LPL or its affiliates. A notable recent development is the firm's recognition as a top DC (defined contribution) advisor team, as reported in 2024 and 2025.

Find OneGroup Retirement Advisors employees' phone numbers or email addresses

OneGroup Retirement Advisors Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

OneGroup Retirement Advisors's Leadership

  • Stylized image of a person
    M. K.
    Vice President
    Mobile Phone

OneGroup Retirement Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from OneGroup Retirement Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. K.
    Vice President
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is OneGroup Retirement Advisors known for?

Minus sign iconPlus sign iconOneGroup Retirement Advisors was founded in 1983 operates in the Financial Services industry. Explore OneGroup Retirement Advisors's company overview page for more information.

What is OneGroup Retirement Advisors's most common email format?

Minus sign iconPlus sign iconOneGroup Retirement Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OneGroup Retirement Advisors email formats with LeadIQ.

How many employees does OneGroup Retirement Advisors have currently?

Minus sign iconPlus sign iconOneGroup Retirement Advisors has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OneGroup Retirement Advisors's key employees and leadership?

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As of July 2026, OneGroup Retirement Advisors's key employees include:

  • Vice President: M. K.

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