Retirement Plan Advisors

Retirement advisory services

How we serve you

Plan sponsors:

We work with our clients on all aspects of plan development and ongoing management to create a holistic and collaborative retirement plan experience. Our team works with you in the following areas:

• Investment analysis
• Operations
• Conversions
• Custom participant education and communication

By putting your needs first, we help create a culture around retirement that increases participation rates and promotes saving all while offering a diverse set of investment options. The flexibility of our approach allows us to apply our advice to produce measurable results in all aspects of the plan with your goals in mind.

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Individuals & families:

We work with private clients and retirement plan participants to build a personalized, comprehensive wealth management strategy that addresses the unique issues that influence your financial life. Our services include:

• Developing a saving & spending strategy to fund your goals
• Planning for income in retirement
• Preparing for college costs and major expenses
• Investment allocation & selection that aligns with your goals and values

We've tailored our services to help you achieve and maintain secure financial independence, replacing worry and uncertainty with clarity and action. We help you make smart choices with your money today, so you can invest more time in your family and community, managing your career or business, and living the life you hope to live. 

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Proud to work with nationally recognized teammates

At the Retirement Plan Advisors, we are incredibly proud that Financial Advisors Scott Merriman and Chris Rogers are recipients of the following prestigious award. It’s an honor to have teammates nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Scott and Chris!

• Scott Merriman - 2019, 2020 Forbes/SHOOK Best-In-State Wealth Advisor

• Chris Rogers - 2020 Forbes/SHOOK Best-In-State Wealth Advisor

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.