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Our Firm

Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare providers. Our Consulting, Fiduciary and Non-Fiduciary services are designed for employers who recognize sponsoring a retirement plan for the benefit of their valued employees is a major responsibility. It is a responsibility that requires comprehensive and process driven handling that addresses the compliance and fiduciary obligations outlined within the Employee Retirement Income Security Act of 1974 (ERISA). Our Senior Staff has over 100 years’ of experience working with qualified and non-qualified retirement plans.

Retirement plans are our core business. Allow us the opportunity to demonstrate the difference dedicated professionals can make to your company, business, organization and employees.

The Reedmark Advisors’ Professional Staff provides services to the following types of retirement plans:

  • 401(a) Plans
  • 401(k) Plans
  • 403(b) Plans
  • 457(b) Plans
  • 457(f) Plans (Supplemental Executive Retirement Plans)
  • 409A Non-Qualified Deferred Compensation Plans
  • Defined Benefit Plans – Traditional and Cash Balance
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Our Process

Our Process

We create strategies that are tailored to organizations objectives.

Our History

Our Values

We are independent registered investment advisors serving as Fiduciaries on behalf of our client's best interests.

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