About Us

Better Advisors. Better Advice™

It’s a known fact that there is strength in numbers.

With 36 independent member firms and more than 175 advisors, we can leverage our size and experience to offer our group clients a qualitatively superior experience:

  • We work intimately with our clients to create plans that are innovative and flexible; effective plan management delivers cost-effective stability, today and for the long-term.
  • Preferred, strategic partnerships with our insurance suppliers results in our ability to offer unique products and services and competitive pricing.