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

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

Retirement Solutions Investments, Inc. provides personalized investment management and financial planning services to individuals, high net worth clients, estates, and trusts, offering both discretionary and non‑discretionary portfolio management and the option to use third‑party managers. The firm charges percentage‑of‑AUM fees for managed accounts and provides ongoing account monitoring and rebalancing in line with typical practices for similar advisors. The firm’s investment approach emphasizes building diversified portfolios intended to reduce risk and volatility, using fundamental analysis together with market trend and economic cycle analysis and technical analysis for mutual funds and individual securities. Financial planning engagements are project‑based or ongoing, generally produce a written plan, and are billed as a flat negotiable fee with a defined delivery timeline; clients retain discretion over implementation. A distinctive aspect of the firm is its affiliation with an insurance agency: the firm’s principals are licensed insurance agents, the owner spends more than 50% of his time in the insurance business, and customary commissions are received for insurance products sold through the affiliate. The firm discloses this conflict of interest and notes mitigations (clients are not required to purchase products and may use other agents); it is a small, owner‑supervised adviser managing approximately $58 million for about 264 clients and may utilize referral arrangements or outside managers in certain situations.

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