Park Avenue Advisors was founded as an independent consulting firm. We specialize in qualified retirement plans. Our fundamental philosophy is to ensure we apply the highest level of fiduciary best practices to your company’s in place or new retirement plan. This typically results in a significantly better plan design, improved investments, reduced liabilities and lower fees. We are compensated on a fee only basis so that our interests are aligned with yours. There is no conflict of interest when we advise you and your employee participants.
Proof Points:
• Over two decades of successful financial services experience
• Over 1.5 decades of expertise focused exclusively on qualified retirement plans
• Investment and technical plan knowledge as demonstrated by the Accredited Investment Fiduciary and Accredited Pension Representative Professional Designations.
How We Deliver These Results:
• Independent, No Conflict of Interest
• Fee Only, Unbiased Advice
• Local, personal relationship & support
• Full-service engagement via a “best of breed” team approach
• Negotiate institutional pricing
Geographic Focus:
Proof Points:
• Over two decades of successful financial services experience
• Over 1.5 decades of expertise focused exclusively on qualified retirement plans
• Investment and technical plan knowledge as demonstrated by the Accredited Investment Fiduciary and Accredited Pension Representative Professional Designations.
How We Deliver These Results:
• Independent, No Conflict of Interest
• Fee Only, Unbiased Advice
• Local, personal relationship & support
• Full-service engagement via a “best of breed” team approach
• Negotiate institutional pricing
Geographic Focus:
- Primary focus is with firms headquartered in the San Francisco / Bay Area
- Serve clients with offices all through out the West Coast
