We are excited to share that for the fourth year in a row, six of our advisors have been included on the PLANADVISER Top Retirement Plan Adviser list! The 2026 Top Retirement Plan Advisers list includes more than 316 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
- Joe Fleischmann
- Greg Johnson
- David Williams
- Brian Montanez
The 2026 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, and after meeting the minimum plan or asset count, advisers were highlighted if they have what is designated as a special focus in any particular plan type. This means advisers for whom at least 91% of their clients are 401(k) plan sponsors or more than 10% of their clients are 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.