Business Details
Your Trusted Partner for Comprehensive Financial Solutions
As seasoned financial professionals, we specialize in delivering tailored investment strategies and retirement planning solutions. Our firm combines over a century of collective experience with a commitment to integrity, ensuring clients receive objective advice aligned with their unique financial goals. We serve corporations and individuals by designing comprehensive retirement plans, offering fiduciary services, and providing actuarial consulting.Our expertise extends to insurance brokerage, risk management, and financial planning, with a focus on regulatory compliance and client education. Headquartered in Philadelphia, we maintain offices in New York City and Baltimore to better serve our diverse clientele.
Services
Retirement Planning
Insurance Brokerage
Actuarial Consulting
Financial Planning
Fiduciary Services
Employee Benefits Consulting
Investment Consulting
Risk Management
Highlights and features
- We offer over 100 years of collective experience in financial planning
- Our team holds Accredited Investment Fiduciary (AIF) designations
- We provide customized retirement plan designs with compliance assurance
- Our fiduciary services meet ERISA Section 3(38) standards
- We conduct comprehensive benchmarking to reduce plan costs
Associations and certifications
- Eastern National Minority Supplier Development Council
- Pennsylvania Unified Certification Program
- City of Philadelphia
- Maryland Unified Certification Program
- New York City MBE Program
- Virginia SWaM Certification
- Hawaii Unified Certification Program
Services
Retirement Planning
We design customized retirement plans including 401(k)s, defined benefit plans, and specialized 412i plans. Our consultants ensure regulatory compliance while optimizing investment strategies and employee education programs. With fiduciary expertise, we help organizations manage pension obligations and reduce long-term liabilities through actuarial analysis and strategic asset allocation.
Insurance Brokerage
Our brokerage services secure cost-effective insurance solutions covering medical, life, disability, dental, vision, and property & casualty needs. We analyze organizational requirements to recommend comprehensive coverage packages while ensuring compliance with evolving regulatory standards through ongoing policy reviews and market comparisons.
Actuarial Consulting
We provide independent actuarial advice for public institutions and corporations, quantifying financial risks across pension plans, healthcare liabilities, and property & casualty exposures. Our services include assumption analysis, reserve calculations, and compliance reporting to help clients manage long-term obligations and regulatory requirements.
Financial Planning
We develop comprehensive financial plans addressing retirement, estate, insurance, and business succession needs. Our advisors create personalized wealth preservation strategies through tax-efficient investment management, insurance planning, and ongoing portfolio monitoring tailored to individual client circumstances.
Fiduciary Services
We offer 3(21) and 3(38) fiduciary services meeting ERISA standards, including investment policy development and manager selection. Our Accredited Investment Fiduciaries help organizations mitigate liability through compliance monitoring, fee disclosure reporting, and customized investment strategies aligned with client risk profiles.
Questions
What retirement plan options do you specialize in?
We specialize in 401(k), 403(b), 457, defined benefit, and 412i plans with customized design and compliance solutions.
Are you registered investment advisors?
Yes, our advisory services are offered through Financial Integrity Advisors, LLC, a SEC-registered investment advisor.
Do you provide fiduciary services?
Yes, we offer 3(21) and 3(38) fiduciary services with Accredited Investment Fiduciary (AIF) professionals.
What insurance products do you offer?
We provide medical, life, disability, dental, vision, and property & casualty insurance solutions for organizations.
How do you handle actuarial consulting?
We analyze pension obligations, healthcare liabilities, and risk exposures using actuarial modeling and compliance reporting.
Where are your offices located?
Our headquarters are in Philadelphia, with offices in New York City and Baltimore for client convenience.
