A complete list of active advisors currently associated with Retirement Management Systems

Warmer can help you find a great advisor at Retirement Management Systems or one who fits your needs even better.

Retirement Management Systems provides savings plan management, portfolio management, financial planning, and plan‑sponsor consulting to individual and high‑net‑worth clients as well as corporations and retirement plans. The firm delivers these services both directly and through relationships with other RIAs and Investment Adviser Representatives, and it also offers educational seminars and workshops for employees, advisors, and plan sponsors. RMS constructs diversified portfolios using seven model allocations that span conservative to aggressive objectives, developed in consultation with LSA Portfolio Analytics, and implements advice on both a discretionary and non‑discretionary basis. The firm uses investor profiling and periodic rebalancing to manage risk and communicates quarterly allocation recommendations to participants who choose the DIY implementation option. Compared with many peer teams, RMS operates at a large scale for its advisor count: it reports roughly $1.89 billion in discretionary assets across about 4,100 accounts and more than 3,000 clients with four advisors, resulting in an unusually high client load and AUM per advisor. RMS also combines participant‑facing plan services (including quarterly education and allocation guidance) with formal plan‑sponsor fiduciary offerings (3(21)/3(38) services), a mix that is less common among similar sized team firms.

To learn more about the advisors currently working at Retirement Management Systems, 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.