A complete list of active advisors currently associated with National Retirement Plan Services, Inc.

Warmer can help you find a great advisor at National Retirement Plan Services, Inc. or one who fits your needs even better.

The firm provides investment supervisory services and financial planning to a range of clients including individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations and small businesses. Services described in the brochure include discretionary asset management, financial planning and consulting, and facilitation of third‑party money manager relationships. Investment programs are tailored to documented client objectives and risk tolerances and implemented on a discretionary basis, with security analysis methods that include fundamental, technical and cyclical analysis. The firm does not custody client assets, performs periodic reviews, and may refer clients to third‑party managers while acting as a liaison and sharing ongoing advisory fees with those managers. The firm’s principal also practices as a certified public accountant, holds a personal financial specialist credential, and is licensed to offer insurance products, and the brochure discloses affiliations with accounting and insurance entities. Uncommon for peers in this category, the firm offers financial planning on fixed‑fee or hourly terms, arranges selection of other advisers and receives referral fees, and the brochure reports no assets under management and no current client accounts.

To learn more about the advisors currently working at National Retirement Plan Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.