We are excited to share that for the second year in a row, six of our advisors have been included on the 2024 PLANADVISER Top Retirement Plan Adviser list! The 2024 Top Retirement Plan Advisers list includes more than 260 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
The 2024 PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative
data about an adviser’s practice. To be included in this year’s list, advisers had to have a minimum of 50 plan
clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. After meeting
the minimum plan or asset count, advisers are also highlighted if they meet the following criteria: 91% - 100%
of clients that are 401(k) plan sponsors, 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.