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. delivers financial planning and advisory services primarily by referring clients to third-party investment managers and by providing educational seminars and workshops. The firm’s clients include individuals, high-net-worth individuals, and corporate or business entities, and the firm does not directly manage client assets. The firm gathers information about clients’ financial situations and objectives, recommends third‑party managers (TPMs) and investment styles, assists with TPM onboarding and paperwork, and monitors TPM performance while delivering TPM disclosures and client reporting. It also provides comprehensive financial planning reviews covering topics such as wills, estate plans, taxes, qualified plans, retirement income, Social Security, and college planning, and it offers public seminars that are educational rather than advisory in nature. Several features in the brochure distinguish the firm from many peers: the Brochure Supplement discloses a historical criminal matter involving the principal (a 1979 no-contest plea to a felony possession-with-intent-to-distribute charge), and the principal maintains an affiliated insurance practice (Safe and Secure Retirement and Insurance Services) to which a substantial portion of time is devoted and for which he receives commissions. The firm’s revenue model relies on referral fees from TPMs and commissions tied to insurance activities rather than on directly managing client assets or charging a traditional percentage-of-AUM fee, and it explicitly discloses these arrangements and conflicts in its ADV materials.

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.