A complete list of active advisors currently associated with Thrive Retirement Specialists
Warmer can help you find a great advisor at Thrive Retirement Specialists or one who fits your needs even better.
Thrive Retirement Specialists serves high‑net‑worth individuals who are nearing or in retirement, offering an integrated retirement planning and discretionary investment management service branded as ThriveRetire™. The firm manages a concentrated client base and customizes plans to align retirement spending goals with a client’s broader balance sheet and identified retirement risks. The firm follows a passive, probability‑based investment approach, building broadly diversified portfolios from nine index funds and selecting funds through fundamental analysis of benchmark coverage, expense, tracking error, and liquidity; portfolios are monitored and rebalanced quarterly to preserve target characteristics. Clients receive comprehensive retirement planning that explicitly assesses the firm’s stated “Big Five” retirement risks and includes semi‑annual formal plan updates. Distinctively, the firm does not charge advisory fees based on a percentage of assets and is compensated directly by clients without third‑party payments, a fee arrangement uncommon among peers. It focuses exclusively on high‑net‑worth retirement clients, implements trades on an individual rather than block basis, and leaves proxy voting to clients rather than exercising voting authority on their behalf.
To learn more about the advisors currently working at Thrive Retirement Specialists, 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.
Name |
Location |
Years of experience |
|---|---|---|
Royal Oak, MI
| 10
| |
Royal Oak, MI
| 10
|
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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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