Our Organization

We believe in keeping things simple. We do this by working hard and focusing on providing retirement services to businesses like yours. By keeping things simple, we aim to keep costs down, keep employees engaged and allow business owners to focus on running their businesses. We operate independently of plan administrators and provide our objective, independent advice to all types of businesses in and around Western Pennsylvania.  We provide custom strategies and superior service to companies of all sizes from one owner/employee to a few thousand employees.

Accredited Investment Fiduciary, LPL Financial, The Association of Financial Education and the NEA are separate entities.

Our Team

Our team has been working with group retirement plans since before 401(k)s even existed.  Our members have an average of 20+ years of experience. Click here to learn more>>