Congratulations to our Retirement Plan Services Team! We're thrilled to be named a 2026 Top DC Advisor Team by the National Association of Plan Advisors (NAPA), marking our fourth consecutive year receiving this honor.
This recognition highlights leading advisory teams across the country, each managing over $100m in defined contribution assets and operating as a dedicated, collaborative unit. We're proud to be included among such an accomplished group of firms making a meaningful impact in the retirement planning space.
Earning this distinction four years in a row reflects our team's consistency, dedication, and commitment to delivering exceptional service. We're deeply grateful for the trust our clients place in us and for the opportunity to support their financial futures.
To learn more, click HERE!
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