Strategic Retirement Partners Employee Directory
Financial ServicesUnited States51-200 Employees
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 1300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 1/1/2025). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including: Defined Contribution - 401(k), Profit Sharing Defined Benefit – Frozen or Active, Traditional or Cash Balance NonProfit Plans - 403(b), 401(a), 457(b), and 457(f) ESOP Executive Benefits (including Deferred Comp) HSA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
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