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 * Who We Are
   Our Story Our Team Office Map
 * What We Do
   Retirement Plan Consulting Wealth Management Executive Benefits Advisors as
   Investment Fiduciaries Endowments & Foundations HSA
   
 * How We Do It
   Invest Wisely Productive Relationships Risk Management Thoughtful Plan Design
   Engage Participants
 * Resources
 * Let's Connect
   Become an SRP Advisor Contact Us
 * Submit RFP

Our Why

Feel confident in your ability to retire on your own terms.

Rest assured knowing you have a partner in the ongoing administration and
success of your plan.

We believe that after working for decades during your lifetime, you should be
able to retire with dignity and grace. Our sole focus is helping to make that
happen.

Working with SRP gives you the confidence that your plan is smart, effective and
economical while being valued by your employees and mitigating your fiduciary
risk.

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CHECK THE BACKGROUND OF INVESTMENT PROFESSIONALS ASSOCIATED WITH THIS SITE ON
FINRA’S BROKERCHECK


WHO WE ARE

Meet the people that make it happen


WHAT WE DO

Learn what we can do for you


HOW WE DO IT

See the technology and procedures that makes it happen


WELCOME TO SRP


Strategic Retirement Partners is an independent retirement plan consulting
services firm that advises on plans representing the retirement aspirations of
tens of thousands of employees. We support plan sponsors in understanding and
addressing their fiduciary responsibilities to their plan, their employees, and
their beneficiaries.

Learn More



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OUR SERVICES


WHAT WE OFFER

RETIREMENT PLAN CONSULTING

Pursuing Successful Outcomes For Employers and Participants Begins Here

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EXECUTIVE BENEFITS

Recruit, Retain, and Reward your Key people

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ADVISORS AS INVESTMENT FIDUCIARIES

Prudence, Protection and Process... your Fiduciary Investment Partner

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ENDOWMENTS & FOUNDATIONS

Your Partner in Good Stewardship

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HSA

A Natural Extension of Your Retirement Benefit

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WEALTH MANAGEMENT

Your Quarterback in Designing Your Financial Future

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LET'S CONNECT

 * Resources
 * Our Locations
 * Contact Us
 * Submit RFP

EXPLORE

 * Home
 * Who We Are
 * What We Do
 * How We Do It

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Privacy Policy

Copyright © 2018 Strategic Retirement Partners. All rights reserved.

Strategic Retirement Partners has attained Investment Advisor Certification from
the Centre for Fiduciary Excellence (CEFEX) for Investment advisory and
investment manager services.

Securities offered through LPL Financial, Member FINRA / SIPC . Investment
advisory services are offered through WELLth Advisory Services, LLC, dba
Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor.
WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are
separate entities from LPL Financial.

WELLth Advisory Services, LLC employs (or contracts with) individuals who may be
(1) registered representatives of LPL Financial and investment adviser
representatives of WELLth Advisory Services, LLC; or (2) solely investment
adviser representatives of WELLth Advisory Services, LLC. Although all personnel
operate their businesses under the name Strategic Retirement Partners (SRP),
they are each possibly subject to differing obligations and limitations and may
be able to provide differing products or services.

The LPL Financial Registered Representatives associated with this site may only
discuss and/or transact securities business with residents of the following
states: California, Florida, Illinois, Iowa, Maryland, Michigan, Minnesota,
North Carolina, New York, Ohio, Oklahoma, Rhode Island, Tennessee, Texas,
Virginia, Wisconsin.