A complete list of active advisors currently associated with Retirement & Investment Planning, Inc.

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

The firm provides non-discretionary direct asset management and retirement-plan advisory services to individuals, trusts, and employer-sponsored plans. It also offers limited-scope ERISA 3(21) fiduciary services for qualified retirement plans, including investment policy development, investment option monitoring, and participant education. The firm operates primarily on a non-discretionary basis, making investment recommendations and obtaining client approval before executing trades, and commonly places client assets on third‑party platforms and manager programs (for example, Orion Portfolio Solutions, GeoWealth, and other TPMs) where it serves as co-adviser or liaison. It uses a mix of fundamental, technical, charting and cyclical analysis, conducts periodic account reviews and rebalancing, and discloses that it receives referral fees and may share in third‑party manager fees and incentive arrangements. Notable distinctions from many peers include an affiliated insurance business run by the firm’s principal — disclosed as an outside activity that may generate commission compensation — and a business model in which virtually all reported assets are managed on a non‑discretionary basis while the firm provides pension consulting services. As of March 31, 2026 the firm reported approximately $4.9 million in non‑discretionary assets under management across 24 clients.

To learn more about the advisors currently working at Retirement & Investment Planning, 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.