Today's retirement plan landscape, marked by ongoing change, requires greater focus on fiduciary responsibility and new management challenges for plan sponsors. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity. We are on the front lines of the new retirement, and we stand ready to help you and your participants meet the challenges of today's world.
Marc Shegoski has been recognized as an industry leader.
- Barron's Top 100 Financial Advisors, 2012, 2013, 2014, 2015, 2016, 2017
- PLANADVISOR Top 100 Retirement Plan Advisors, 2016
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017
- Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013
- Financial Times Top 400 Financial Advisers, 2013, 2017
- WealthManagement.com Top 100 Wirehouse Advisors, 2014
David Sears has been recognized as an industry leader
- Forbes America's Top Next-Generation Wealth Advisor, 2017
- UBS Top 35 Under 35, 2017