A complete list of active advisors currently associated with Prepared Retirement Institute LLC

Warmer can help you find a great advisor at Prepared Retirement Institute LLC or one who fits your needs even better.

Prepared Retirement Institute LLC serves individual clients (both non-high-net-worth and high-net-worth), as well as corporations and other businesses, offering discretionary portfolio management and financial planning. The firm operates as a small team of advisors managing roughly $307 million in client assets and provides both integrated planning within managed accounts and a standalone financial plan engagement. The firm tailors portfolios to each client's suitability information, using model portfolios, fundamental analysis, and a long-term orientation with regular monitoring and rebalancing. It places custody with an institutional custodian and also uses third‑party platforms—including a directly held mutual fund platform for some IRA and plan assets and a held-away order management platform—to review, rebalance, and implement strategies across retirement plan and other externally held accounts. What is distinctive about the firm is its operational use of a held-away management platform to manage defined contribution and other externally held accounts on a discretionary basis without taking custody, and its use of a directly held mutual fund platform for certain plans and accounts. The firm is affiliated with a separate business-consulting entity and its advisers also hold insurance licenses and may receive commission compensation for insurance sales, which introduces potential conflicts of interest and is an operational characteristic that sets it apart from many peers.

To learn more about the advisors currently working at Prepared Retirement Institute LLC, 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.