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.
1-888-653-2347 
support@leadiq.com 
