Company profile
Strategic Retirement Partners
Relax...We'll Take It From Here
- Industry
- Financial Services
- Employees
- 121
- Founded
- 2015
- Office locations
- 20
Strategic Retirement Partners company summary
Strategic Retirement Partners is a company in the Financial Services industry, founded in 2015. On LinkedIn the company has around 121 employees. The company lists 20 office locations. Its listed specialties include 401(k), 403(b), ESOP, Defined Benefit, Pension Consulting.
What technology does Strategic Retirement Partners use?
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About Strategic Retirement Partners
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 1300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 1/1/2025). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including: Defined Contribution - 401(k), Profit Sharing Defined Benefit – Frozen or Active, Traditional or Cash Balance NonProfit Plans - 403(b), 401(a), 457(b), and 457(f) ESOP Executive Benefits (including Deferred Comp) HSA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
Specialties
Where is Strategic Retirement Partners located?
Strategic Retirement Partners lists 20 office locations.
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Frequently asked questions about Strategic Retirement Partners
What does Strategic Retirement Partners do?
At Strategic Retirement Partners, our mission and philosophy is simple; Help drive positive retirement outcomes for all who participate by providing investment guidance to employees, plan selection, design and co-fiduciary governance to employers and their plan committees. We currently consult on over 1300 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees (as of 1/1/2025). All of our offices are led by Managing Directors who have been recognized repeatedly by industry press for their accomplishments in the in the field of institutional retirement plan consulting. We advise on virtually all corporate retirement plan types including: Defined Contribution - 401(k), Profit Sharing Defined Benefit – Frozen or Active, Traditional or Cash Balance NonProfit Plans - 403(b), 401(a), 457(b), and 457(f) ESOP Executive Benefits (including Deferred Comp) HSA Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. WELLth Advisory Services, LLC employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of WELLth Advisory Services, LLC; or (2) solely investment adviser representatives of WELLth Advisory Services, LLC. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.
How many employees does Strategic Retirement Partners have?
Strategic Retirement Partners has around 121 employees on LinkedIn.
Where does Strategic Retirement Partners have offices?
Strategic Retirement Partners lists 20 office locations, including Annapolis, MD, US; Buffalo, NY, US; Columbus, OH, US; Dallas, TX, US; Des Moines, IA, US.
When was Strategic Retirement Partners founded?
Strategic Retirement Partners was founded in 2015.
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