About

Today’s Financial Advisors should provide fiduciary advice that is appropriate for each individual client. No two individuals are the same. Our experienced team can help you identify your goals, and we have the tools to help you achieve them. Whether building a Financial Plan, identifying a low-cost investment solution, talking with you about socially responsible investments, or looking for income, we work with you to identify your needs. Our Institutional Consulting division is focused on building the right platform for your organization. As your advocate, we will help with plan design, plan maintenance, and vendor management. We are willing to be your 3(38) fiduciary, where appropriate, meaning that we will assume liability for investment selection within your retirement plan. And, for certain plans, we are also responsible for all participant education, helping each one of your employees reach their retirement potential.