401k Plans | Financial Advisors | Risk Management

401k Plans

Low advisory fees. Low record keeping fees. Low fund fees.

We work only for you, driving fees down.
See Advisory Fees Here

Low Fund Fees

In most cases, fees for the funds we recommend average 1/10th of one percent or less.

Low Advisor Fees

Our advisor fees are low and clear, and no one pays us other than the client.

Low Record-Keeping Fees

By analyzing your current plan, we can help bring light to your current fee structure.

Easy Transition

We have conversion specialists on staff who have human resource experience.

Payroll Integration

We will assess the compatibility of your current payroll provider with the best 401k plan providers.

Careful Investors

Our approach rests on Nobel Prize-winning research and decades of empirical academic research.

Employee Education

We help employees start and stay in a long-term investment model.

Tax Savings

401k plans provide employers and employees with a pre-tax opportunity to save for retirement.


Many people don't realize this, but the trustee of a 401k plan is personally liable for the plan.


We offer independent advice to businesses and non-profits.


As a Fiduciary, we hold a legal and ethical relationship of trust with our clients, and we take that trust seriously.

Do you work at a company with a high-fee 401(k) plan?
Click here, we can help.

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Saratoga Springs, NY Financial Advisor

73 Henry Street

Saratoga Springs, NY 12866

(802) 735-8772

Vergennes, VT Financial Advisor

206 Main Street #20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisor

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772

Hanover, NH Financial Advisor

26 South Main Street #4

Hanover, NH 03755

(802) 341-0188

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