A complete list of active advisors currently associated with Retirement Investment Advisors Inc

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

Retirement Investment Advisors, Inc. is a fee-only, fiduciary advisory firm that manages roughly $1.49 billion for individuals (including high-net-worth clients), trusts, pension and profit‑sharing plans, and other organizations through a team of eight advisors. The firm offers comprehensive financial planning and investment management services covering retirement planning, tax and estate planning, cash‑flow and distribution analysis, and ongoing portfolio monitoring. The firm follows a three‑meeting onboarding process that produces a written Investment Policy Statement and implements diversified portfolios that primarily use no‑load mutual funds and ETFs; Modern Portfolio Theory and third‑party research (Morningstar, FI-360, SEI resources) are cited as core inputs. Accounts are typically managed on a discretionary basis, rebalanced periodically, and reviewed at least annually with quarterly performance reporting through custodians such as SEI Private Trust Company. A distinctive feature is that the firm is owned by NFP, an Aon company, placing it within a larger group that includes other registered advisers, broker‑dealers and insurance affiliates — an ownership structure the brochure discloses and says currently produces no active affiliate relationships but which the firm acknowledges could create potential conflicts. The brochure also discloses a past SEC order related to valuation of pooled funds and describes strengthened valuation and records procedures, and it notes the availability of retainer and hourly planning engagements and the use of standing letters of authorization for certain clients.

To learn more about the advisors currently working at Retirement Investment Advisors 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.