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, Chris Rogers, Jerry Bosch, Brooke Hawley and Sean Collins are recipients of the following prestigious awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Scott, Chris, and Jerry!

  • Scott Merriman - 2020, 2021, 2022, 2023 Forbes Best-In-State Wealth Advisor
  • Chris Rogers - 2020, 2021, 2022, 2023 Forbes Best-In-State Wealth Advisor
  • Jerry Bosch - 2020 Financial Times 401 Top Retirement Advisor
  • Brooke Hawley
    • 2021 & 2022 Working Mother's Top Wealth Advisor
    • 2023 & 2024 Forbes Top Women Wealth Advisor
    • 2023 AdvisorHub Advisor to Watch
  • Sean Collins - 2022 & 2023 Forbes Top Next Gen Wealth Advisor

Retirement Plan Advisors was also named a Forbes Best-In-State Wealth Management Team in 2024 and a NAPA Top DC Advisor Team in 2024. 

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Latest Insights

solo climber on mountain peak

The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a re

Read more

Contact

Retirement Plan Advisors

866-416-9716
retirementplanadvisors.info@rbc.com

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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