We are excited to share that six of our advisors have been included on the 2023 PLANADVISER Top Retirement Plan Adviser list! The 2023 Top Retirement Plan Advisers list includes more than 200 advisers who stand out for their service of all types of retirement plan clients.
Our team members included on the list are:
- Hailey Fields
- Erik Daley
- Breion Rollins
- Greg Johnson
- David Williams
- Brian Montanez
This designation recognizes the top retirement plan advisers in the industry based on quantitative measures. To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more.
After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 150 or more 401(k) plan clients, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients.
For more information and to read the full list, click here.
Multnomah Group is a registered investment adviser, registered with the Securities and Exchange Commission. Any information contained herein or on Multnomah Group’s website is provided for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Multnomah Group does not provide legal or tax advice. Any views expressed herein are those of the author(s) and not necessarily those of Multnomah Group or Multnomah Group’s clients.