A complete list of active advisors currently associated with Tidmore Retirement Planning Specialists
Warmer can help you find a great advisor at Tidmore Retirement Planning Specialists or one who fits your needs even better.
Tidmore Retirement Planning Specialists advises ERISA-qualified retirement plan sponsors as well as individual investors, including IRA beneficiaries and non‑qualified accounts. The firm’s services include fiduciary governance and plan‑level consulting for defined contribution and defined benefit plans, participant education, individualized investment management, and financial planning. The firm employs a mix of analytical approaches — including fundamental, technical and cyclical analysis, charting, and tactical asset allocation — to build and actively manage portfolios, monitor allocations, and rebalance as needed. Tidmore also provides discretionary ERISA 3(38) fiduciary services, monitors sub‑advisors, and documents plan objectives through Investment Policy Statements and quarterly reporting. Compared with peers, the firm combines plan fiduciary services with formal co‑advisory arrangements (notably a co‑advisory agreement with another registered advisor) that enable it to manage or co‑manage assets on behalf of other advisers and sub‑advisors. The firm’s principal business model also includes licensed insurance sales and a separate consulting business, and it reports roughly $112.9 million in discretionary assets under management across two advisors and about 214 clients, a mix that informs its dual focus on plan sponsors and individual investors.
To learn more about the advisors currently working at Tidmore Retirement Planning 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.
You can also browse Tidmore Retirement Planning Specialists's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Beachwood, OH
| 5
| |
Port Aransas, TX
| 0
| |
Beachwood, OH
| 43
|
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