Our team based approach can service clients locally or around the country. Our partner advisors are at 87 offices nationwide supported by our headquarters out of Cleveland, OH. Our hands on employer / employee approach is the recipe for a successful retirement plan & Financial Wellness Program.
We take on the highest possible level of fiduciary responsibility as a 3(38) ERISA fiduciary to mitigate the risk to the portfolio companies. We understand the communication needs to extend to both the ownership group and the portfolio company.
We understand the Merger & Acquisition space. we know the timelines and the speed that is expected when working on a deal. We understand Platform vs. Add-On, Stock vs. Asset, and strategies for all types of deals.
We can look at deals prior to close to work on a plan so we can hit the ground running as soon as the deal closes and to make sure there are no major red flags that could cost a buyer down the road.
Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. Other advisory services offered through Stratos Wealth Partners, Ltd., a registered advisor. Stratos Wealth Partners, Smooth 401k, and Financial Wellness Partners are separate entities from LPL Financial.
This material does not constitute a specific recommendation or advice regarding engaging third-party service providers and should not be used as the sole factor in selecting providers for your plan. The final selection of third-party service providers is the responsibility of the plan sponsor.
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