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About Us

Innovative

Financial Wellness Partners which works with employers, employees, and individuals to put together comprehensive plans to help them appropriately allocate their financial resources and better understand the products and plans that are available to them. This innovative approach to employer program transparency also includes non-standard education in Executive Packages, Debt Management, Student Loans, College Savings, Risk Management and other customizable programs to fit employee needs.

Our Founder

Recognition & Partnerships

Financial Times Award

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 The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. 

NAPA Young Gun

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 Established in 2014, the list is nominated and voted on by industry peers and selected by a NAPA member committee based on business profile and industry leadership potential. These “Young Guns” are widely seen as the future leaders of the retirement plan advisor industry.
More than 400 of the nation’s leading advisors were nominated for this year’s award, and more than 20,000 votes were received during the month-long voting process. 

SHRM Member

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 The Society for Human Resource Management (SHRM) is the world’s largest HR professional society, representing 300,000 members in more than 165 countries. For nearly seven decades, the Society has been the leading provider of resources serving the needs of HR professionals and advancing the practice of human resource management.