Qualified Plan Awards

We have been servicing qualified plan clients since 1994, and were recognized as one of Financial Times Top 401 Retirement Plan Advisors.* We are very proud to be one of only 88 advisors recognized by Financial Times.

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Additionally, Scott has earned the Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.