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Our Mission

How We Work

Defined Plan Advisors is an independent qualified retirement plan consulting firm focused on delivering to companies personalized and efficient solutions to maximize retirement plan performance while protecting fiduciaries from personal and corporate liability. Through our comprehensive network of value-added services and professional consulting expertise, we deliver on our mission each and every day to fit companies with retirement plans that perform.

Every plan sponsor has unique goals and objectives. As your plan consultant, Defined Plan Advisors will create an ongoing service plan specific to your needs. From plan design review to detailed investment analysis to employee communications and more, our dedicated consultants will deliver value-added services to ensure a successful retirement plan experience both for you and your employees.

As an individual, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the participants, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you and your plan participants.

Our Process

Our Process

We create strategies that are tailored to your company's needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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