What We Do
Who We Are
Our Approach
Client Resources
For Advisors

Request a Meeting

Request a Meeting
What We Do
Who We Are
Our Approach
Client Resources
For Advisors

Untitled design (3) (1)

Your Handouts Are Ready

Click the buttons below to download your files!

Retirement Plan Correction File Checklist

Retirement Plan Operational Checklist

Strategic Retirement Partners (SRP) is a national team of more than 130 professionals dedicated to helping you and your employees get the most out of your retirement plan experience.







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 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.

CEFEX Investment Advisor, certified since 12/21/2018. Verified on 02/08/2024.

BrokerCheck by FINRA

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

© 2026 Strategic Retirement Partners. All Rights Reserved | Privacy Policy