Employer Sponsored
Retirement Plans

Individual Financial Planning
and Asset Management

No consultant speak. No complicated explanations. Just simple, accountable results.

As a Prime Capital Investment Advisors partner firm, we invite you to utilize the strength and resources of a national firm, delivered locally

300+

Team Members

22.5 BILLION*

Assets Under Management

70 LOCATIONS

Across the United States

13 MEMBER

Investment Advisory Committee

4 IN-HOUSE ERISA ATTORNEYS

with 57+ Years of Industry Experience

Employer Sponsored Retirement Plans

When it comes to managing your firm’s retirement plan, we oversee all aspects, from design to implementation and ongoing management. We deliver extraordinary value through clear analysis and fiduciary-focused oversight so our clients can concentrate on the things that matter most to them. 

COMPREHENSIVE RETIREMENT PLAN CONSULTING AND SERVICES

PLAN INVESTMENT
MENU MANAGEMENT

FIDUCIARY FOCUSED COMMITTEE EDUCATION AND TRAINING

Does your 401k deliver enough value to retain and attract exceptional employees? It should. Contact us today for a free evaluation of your plan.

Financial Planning for Individuals

We offer the professional knowledge and guidance required to develop a plan that reflects your personal goals and dreams and brings all of the pieces of your financial life together. For over 30 years, we have worked to gain the trust and confidence of our clients by providing comprehensive and objective financial advice formalized by a written plan.

Learn more about our Financial Planning services.

FINANCIAL ASSESSMENT AND GOAL SETTING

INVESTMENT PLANNING AND ANALYSIS

INSURANCE ANALYSIS

Asset Management for Individuals

Our asset allocation philosophy considers your risk tolerance, time horizon, liquidity needs, investment objective(s), and investment experience before we make a portfolio recommendation. In our opinion, well-crafted investment strategies must not only acknowledge that future market movements are uncertain, they should plan for it!

Learn more about our Asset Management services for Individuals.

RISK MANAGEMENT AND PORTFOLIO ANALYSIS

INVESTMENT MANAGEMENT AND ANALYSIS

Take the first step toward a more secure financial future. Request your free consultation today.

SECURE ACT 2.0

Information for Employers

Download important for Employers regarding SECURE ACT 2.0. 

Information for Individuals

Download important for Individuals regarding SECURE ACT 2.0.