A complete list of active advisors currently associated with Stephen H.. Peck Employee Benefits Solutions

Warmer can help you find a great advisor at Stephen H.. Peck Employee Benefits Solutions or one who fits your needs even better.

Stephen H. Peck dba Employee Benefit Solutions serves for‑profit and not‑for‑profit organizations by providing brokerage and consulting for employee health, dental and ancillary insurance. The firm is a single‑advisor practice established in 2011 with Stephen Peck as the sole employee. SHP EBS does not provide investment advisory or portfolio management services for individual clients; when clients request 401(k) or other retirement investment guidance the firm refers them to an independent wealth management representative at a third‑party firm. Rather than managing plan assets or charging percentage‑of‑AUM fees, Peck’s role is limited to benefits brokerage and referral relationships, with investment selection and fiduciary responsibilities handled by the third party. The firm’s primary focus on insurance brokerage for organizational clients, combined with its reliance on external advisors for retirement plan investments, is atypical among independent advisory firms that more commonly offer direct portfolio management and AUM‑based fee arrangements. Peck’s background—including prior ownership and executive roles in benefits firms and past service to a large roster of corporate and nonprofit clients with emphasis on human services, healthcare and technology—shapes a practice centered on employee benefits rather than individual wealth management.

To learn more about the advisors currently working at Stephen H.. Peck Employee Benefits Solutions, 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.