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 to individuals, high‑net‑worth clients, estates, and trusts, managing roughly $57.8 million on a discretionary basis for about 264 clients and operating with a three‑advisor team. The firm offers both ongoing portfolio management and project or ongoing financial planning engagements for clients who implement recommendations at their discretion. RSI generally constructs diversified portfolios intended to reduce risk and volatility, using fundamental analysis alongside market‑trend and economic‑cycle review and, when applicable, technical analysis for mutual funds and individual stocks. Portfolios may be managed directly by the firm or by outside managers selected and overseen by RSI, and client accounts can be handled on either a discretionary or non‑discretionary basis with documented goals and client‑imposed investment restrictions. A notable feature of the firm compared with many peers is its affiliation with an insurance agency: the firm’s managing member operates an affiliated insurance business and spends more than half of his time on that activity, receiving customary insurance commissions. The brochure discloses this relationship and related conflicts of interest (and the firm’s mitigation measures), and it notes that insurance recommendations can be part of the firm’s advice while clients remain free to purchase products elsewhere.

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.