We have managed 401k plans all over Tennessee since 1995, with a deep background in consulting, sales, and management. Andy Martin 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 advisor are separated. With this arrangement you can swap "components" according to your needs with little disruption.

We offer a variety of corporate retirement plans (not just 401k's), and have maintained some relationships for over 20 years.

Our 401k Partners

Future Plan.PNG
PortfolioIA (Portfolio Investment Advisors)
One American Center
3100 West End Ave Suite 930
Nashville, TN 37203​ 
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This site is published for residents of the United States only. Not all of the products and services referenced on this site may be available in every state. Nor is every product and service on this site a securities product. PortfolioIA is a marketing name only and not a registered business, nor is it required to be registered with any local or state authority. There is no assurance that any investment recommendations will achieve their objectives. 

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA/SIPC.

Brokerage accounts held at TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank

Institutional advisor services only available through 7Twelve Advisors, LLC. 

PortfolioIA, Silver Oak Securities, Inc., TD Ameritrade, Inc., and 7Twelve Advisors, LLC., are unrelated entities.

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