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I've managed and consulted on 401k plans all over Tennessee since 1995 and created the first exclusive relationship with the largest Tennessee non-profit business membership entity, as exclusive providers of 401k plans for their 1,000+ members.

Our process is simple. We meet with the principals of your firm, evaluate your rationale for wanting or having a 401k plan, carefully review your employee base and company objectives, and come back with recommendations.


We use a component approach where money management, administration, and the advisor are separated. With this arrangement you can swap components according to your needs with little disruption.

We offer a variety of plans and have maintained some relationships for over 20 years.

Our 401k Partners

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