Our Firm
Our Firm
Reedmark Advisors is a boutique retirement plan consulting firm providing services to mid-size employers, large non-profit organizations, and healthcare systems. Our Fiduciary and Non-Fiduciary services are geared toward employers who recognize sponsoring a retirement plan for its 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 80 years’ of experience working with qualified and non-qualified retirement plans.
Retirement plans are our 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

Our Process
We create strategies that are tailored to organizations objectives.

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