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Wealth Management and Retirement

Expert financial planning to get you where you want to go.
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Protecting Plan Fiduciaries and Ensuring all of America has a Financial Plan

NFP believes in empowering employers to reach their goals and individuals to achieve their financial dreams through comprehensive, tailored advice and a partnership that values your unique needs.

Holistic Fiduciary Advice for All

Whether you're navigating the complexities of managing a retirement plan for your organization or plotting a personal path to financial security, having a trusted advisor by your side is essential. Our dedicated teams in retirement plan consulting, financial education, financial planning services and wealth management stand ready to partner with you. With a blend of expertise and a commitment to your success, we’re here to help you reach your financial milestones.

Employers: Catering to Your Organization’s Distinctive Needs

Fiduciary duties, though important, can be a burden on HR and finance teams. Our in-house team of ERISA attorneys, CFA charter holders, actuaries and retirement plan consulting specialists are your allies in steering through these responsibilities with confidence. Whether you're a publicly traded company, nonprofit or a governmental entity, our tailored concierge services are designed to fit your unique needs.

We’re not just advisors — we’re collaborators. We go beyond the basics of retirement plan consulting. By aligning with your organizational goals and employee benefits philosophy, we offer comprehensive solutions that address challenges, remove barriers and aim squarely at your business objectives. Our access to competitive investment pricing and elimination of asset minimums ensure that your retirement plan is not just any plan, but one that's as ambitious as your vision, benefiting from economies of scale regardless of your company size.

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Products and services you may want to explore:

Business Management
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Empowering Through Financial Education

Recognizing the critical role of financial knowledge in achieving wealth planning and retirement objectives, we’re excited to introduce our stand-alone Financial Education Program. Tailored to both our corporate retirement plan and benefit plan clients, this initiative is designed to demystify finance for employees at all levels. We implement a comprehensive and ongoing educational experience tailored to the specific demographics and needs of your workforce, with webinars, on-site sessions, videos, articles and more. We support your employees by fostering financial literacy — not just with retirement consulting, but for all aspects of an employee’s financial life. We take care of the heavy lifting so you can focus on your core business without being burdened with additional responsibilities.

In addition, we offer confidential one-on-one consultations for financial planning services, providing personalized and foundational advice to help employees navigate their financial landscapes and achieve their personal goals. This commitment to financial education ensures that every employee, not just those in the executive suite, gains access to knowledge and tools for optimizing their financial health.

Individuals: Achieving Your Financial Dreams

Your financial journey is personal, and our fiduciary wealth advising team is here to guide you every step of the way. Every NFP wealth management consultant, backed by a team of specialists, looks beyond the numbers to build a deep understanding of your aspirations, helping to craft plan that reflects your life's goals through collaborative financial planning and analysis. Access tailored solutions across financial planning services, estate planning and more, ensuring your path forward is as unique as you are.

Your financial success is our mission. As your dedicated partner, our relationship doesn’t end with the creation of your financial plan. We are committed to providing you with ongoing support, guidance and adjustments as your life evolves. Together, we’ll celebrate your successes and navigate challenges along the way. Let us partner with you on this journey to a secure and prosperous future.

Better solutions are closer than you think.

Reach out today to start a conversation about how we can work together to move you forward.

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Related Solutions

Executive Benefits

Reward your key people with uncompromising excellence.

Executive benefits are a powerful tool for enticing and rewarding the top people in your organization. These specialized benefits set up your workforce for success with the tools, mechanisms and pathways to attract key employees who are ALL IN® to drive your business forward.
Personal Risk

Put expertise in your corner.

Your personal property is just that — personal. No one else has the same assets, risks and vulnerabilities you do, so it’s critical that your coverage is as individualized as your needs. NFP experts take the time to listen to you, to see the world through your eyes and to understand your goals.
Umbrella/Excess Liability

Here when it matters most.

Get the additional limits of insurance you're looking to truly cover your bases so you can get back to work. We're not tied to any specific vendor or product, which means we find what will work best for you to support your business's success, expansion and security.