A complete list of active advisors currently associated with Retirement Income Solutions, Inc.

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

Retirement Income Solutions (RIS) is a fee‑only advisory firm that manages roughly $3.0 billion for about 1,265 clients through a 16‑advisor team, serving individuals (including high‑net‑worth clients), trusts, retirement plans, nonprofits and other entities. The firm provides asset management and monitoring, retirement and financial planning, retirement plan consulting and referrals to third‑party advisers. RIS employs an Investment Committee‑driven, active management approach guided by a six‑step process—risk profiling, an Investment Policy Statement, diversified allocations, implementation, periodic review and reporting—and uses a discretionary Seasonal Strategy that typically prompts rebalancing about twice a year. Portfolios are implemented primarily with no‑load mutual funds and ETFs but may also include interval funds and certain legacy non‑traded REIT holdings, with custody and trade execution through custodians such as Pershing, Fidelity and TIAA. Distinctive features include retirement plan work that goes beyond plan consulting to include participant education and one‑on‑one participant meetings, and a formal Asset Monitoring service for employer‑sponsored retirement accounts that RIS will manage or monitor. RIS also discloses operational practices that may be less common among peers: it subjects accounts over which it has broader custody to an annual independent audit, and it retains any gains from correction of trade errors, matters clients are encouraged to review.

To learn more about the advisors currently working at Retirement Income Solutions, 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.