Strategic Retirement Partners

Strategic Retirement Partners is a leading institutional retirement plan consulting firm with a simple mission - to drive positive retirement outcomes for all participants. Founded in 2015, the company focuses on providing investment guidance to employees as well as plan selection, design, and co-fiduciary governance to employers and plan committees. Currently, they consult on over 720 corporate and non-profit plans representing the retirement aspirations of tens of thousands of employees.

The company's expertise covers a wide range of 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, HSA, and more. This extensive scope positions Strategic Retirement Partners as a comprehensive solution provider in the Financial Services and Wealth Management industries.

It's important to note that the firm's investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. Additionally, securities are offered through LPL Financial, Member FINRA/SIPC. The company's leadership, consisting of Managing Directors, has been recognized repeatedly by industry press for its accomplishments in the field of institutional retirement plan consulting.

Strategic Retirement Partners presents an opportunity for venture capitalists to invest in a company that plays a pivotal role in shaping retirement outcomes for employees across various organizations. With its strong track record and emphasis on positive retirement outcomes, it stands as an attractive prospect for investors seeking exposure in the institutional retirement plan consulting space. Potential investors should take note of the company's diverse range of services and its significant impact on the financial well-being of employees and organizations.