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

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

Retirement Matters, Inc. is a state-registered, single-advisor investment advisory firm managing about $25 million for roughly 21 clients. The firm offers discretionary portfolio management, a one-time comprehensive financial plan (priced in the brochure at $5,000), and an ongoing Wealth Management service for clients with $1.5 million or significant surplus cash flow that includes tax review and filing. The adviser develops individualized investment policies and asset-allocation targets through client interviews to establish objectives, time horizons, and risk tolerance, and primarily uses fundamental analysis to select securities. Accounts are managed on a discretionary basis through a recommended custodian (Charles Schwab), clients receive weekly performance reports via eMoney, and planning work routinely covers employee benefits, retirement distribution strategies, and estate-planning considerations. Compared with many solo independent advisers, the brochure discloses that Retirement Matters serves not only individuals but also pension and profit‑sharing plans and charitable organizations, and provides pension- and benefits-related consulting as part of its services. The firm’s materials also note active public outreach — including its own website and an advisor-referral site (phoenixfeeonly.com) — and participation in Schwab’s institutional program with associated soft‑dollar services, factors that may be noteworthy when comparing service delivery and business model.

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