What departments does Strategic Retirement Partners have?

Strategic Retirement Partners has employees across 6 departments including Operations, Human Resources, Finance, Marketing, Business Development.

What is the largest department at Strategic Retirement Partners?

The largest department at Strategic Retirement Partners is Operations with 6 employees.

Where are Strategic Retirement Partners employees located globally?

Strategic Retirement Partners has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has Strategic Retirement Partners's team size changed over time?

Strategic Retirement Partners's team has decreased from approximately 119 to 114 employees based on available data.

Strategic Retirement Partners Employee Directory

Financial ServicesUnited States51-200 Employees

Strategic Retirement Partners is based in the United States and provides retirement plan consulting for employers and their plan committees. It offers investment guidance, plan design, and co-fiduciary governance to help participants achieve retirement outcomes, and it consults on more than 1,300 corporate and non-profit plans representing tens of thousands of employees as of January 1, 2025. Its managing directors have repeatedly been recognized by industry outlets for accomplishments in institutional retirement plan consulting, and the firm supports a broad range of plan types, including defined contribution, defined benefit, non-profit plans, ESOPs, executive benefits, and HSAs.
Within the financial services landscape, securities are offered through LPL Financial, while investment advisory services are provided by WELLth Advisory Services, LLC, doing business as Strategic Retirement Partners, an SEC-registered advisor; the SRP and WELLth entities are separate from LPL. In June 2026, SRP participated in PLANSPONSOR's National Conference to discuss the evolution of default investing toward more personalized approaches.

Strategic Retirement Partners Global Highlights

North America
151

United States Of America
151

South America
1

Brazil
1

Strategic Retirement Partners's Leadership

D. M.
Chief Operating Officer
Mobile Phone
Email
S. H.
Chief Compliance Officer
Mobile Phone
Email
S. T.
Vice President - Retirement & Wealth Management
Mobile Phone
Email
J. W.
Founder & Managing Director
Mobile Phone
Email
T. L.
Founder, Managing Director
Mobile Phone
Email
C. O.
Founder And Managing Director
Mobile Phone
Email
B. L. A.
Partner & Retirement Plan Advisor
Mobile Phone
Email
B. B.
Partner
Mobile Phone
Email

Strategic Retirement Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Consultant
Education
Other
Human Resources

Contact profiles from Strategic Retirement Partners

Name

Title

Contact Info

Location

Last Update

J. W.
Founder & Managing Director
Mobile Phone
Email
United StatesRhode Island
May 23, 2026
D. M.
Chief Operating Officer
Mobile Phone
Email
United States
May 23, 2026
T. L.
Founder, Managing Director
Mobile Phone
Email
United StatesIowa
May 13, 2026
B. L. A.
Partner & Retirement Plan Advisor
Mobile Phone
Email
United StatesMinnesota
Nov 13, 2025
S. H.
Chief Compliance Officer
Mobile Phone
Email
United States
Mar 20, 2026
B. B.
Partner
Mobile Phone
Email
Oct 18, 2024
C. O.
Founder And Managing Director
Mobile Phone
Email
Oct 21, 2024
S. T.
Vice President - Retirement & Wealth Management
Mobile Phone
Email
Oct 23, 2024
R. L.
Managing Director
Mobile Phone
Email
United StatesTennessee
May 13, 2026
P. S.
Managing Director
Mobile Phone
Email
United StatesFlorida
Jun 08, 2026

Frequently Asked Questions

What is Strategic Retirement Partners known for?

Strategic Retirement Partners was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in United States. Explore Strategic Retirement Partners's company overview page for more information.

What is Strategic Retirement Partners's most common email format?

Strategic Retirement Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Retirement Partners email formats with LeadIQ.

How many employees does Strategic Retirement Partners have currently?

Strategic Retirement Partners has approximately 118 employees as of May 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are Strategic Retirement Partners's key employees and leadership?

As of May 2026, Strategic Retirement Partners's key employees include:

Chief Operating Officer: D. M.
Chief Compliance Officer: S. H.
Vice President - Retirement & Wealth Management: S. T.
Founder & Managing Director: J. W.
Founder, Managing Director: T. L.

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Strategic Retirement Partners Employee Directory

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