For Advisors

The business owner is your client, we help you focus on them.

If you are an individual wealth manager that serves only a few business owners in your portfolio, you’re in luck. With us, you only have to continue managing the assets. Leave the plan administration and compliance to us. We are delighted to work with you and educate you on how to deal with employees/participants in your client’s plan.

We are a unified part of your family office team.

If you are an advisor specializing in qualified plans, then you know how frustrating an actuary or TPA can be. We have your interests in mind and we are easy to do business with. Our business is owned (now and historically) by actuaries who are also entrepreneurs. So, we get it. Our focus is to maximize wealth in the retirement plan for the business owner and make the entire process as easy as possible for you both. You can focus on what you do best. Once we do a few deals together, you’ll never use another TPA.

We do not sell investments and never will. So whatever custodian you use is fine with us. We do not compete and will always stay out of your lane.