A complete list of active advisors currently associated with Sunset Retirement Advisors LLC

Warmer can help you find a great advisor at Sunset Retirement Advisors LLC or one who fits your needs even better.

Sunset Retirement Advisors provides financial planning, investment management, retirement-plan consulting, and retirement-plan management to a mix of individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm operates as a fee-only adviser and delivers services through discretionary portfolio management as well as both project-based and ongoing financial-planning engagements. The firm’s investment approach emphasizes asset allocation and Modern Portfolio Theory, typically using passive index funds, ETFs, and mutual funds while accommodating socially responsible preferences when requested. Sunset routinely implements third‑party model portfolios and outside managers—integrating services from platforms such as Betterment for Advisors, the Altruist Model Marketplace, and XY Investment Solutions—and conducts periodic (including quarterly and annual) reviews to monitor suitability and plan progress. What is distinctive for a firm of this size is its business alignment with other advisory entities: a principal is dually registered with another registered investment adviser and the firm formally recommends and coordinates with outside managers and model providers. Sunset also focuses on employer retirement-plan services, including fiduciary investment-manager roles for plans, in addition to its individual planning work.

To learn more about the advisors currently working at Sunset Retirement Advisors LLC, 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.

You can also browse Sunset Retirement Advisors LLC's office locations.

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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