Plan Sponsors and Business Owners Across Colorado and Wyoming

Our Northern Colorado office works with employers, business owners, executives, and retirement plan fiduciaries across Colorado and Wyoming. We serve organizations throughout Fort Collins, Loveland, Greeley, Longmont, Denver, Boulder, Broomfield, and the broader Front Range, including Larimer County, Weld County, Boulder County, Adams County, Cheyenne, Laramie and surrounding communities.

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Serving Employers and Plan Sponsors

We partner with organizations that value thoughtful planning, strong fiduciary practices, and a structured approach to both retirement plan oversight and long-term business strategy. Our work extends beyond traditional retirement plan consulting to help employers evaluate executive benefits, deferred compensation arrangements, leadership succession considerations, and business exit planning opportunities that support organizational and personal objectives.

Whether an organization is focused on strengthening its 401(k) plan, retaining key executives through non-qualified benefit strategies, preparing for future ownership transitions, or improving retirement readiness for employees, our advisors help bring clarity and structure to important financial decisions.

What We Do

Our team works with employers throughout Colorado and Wyoming to help align retirement, executive benefit, and business planning strategies with organizational goals and workforce needs.

Our services commonly include:

401(k) and 403(b) retirement plan consulting and fiduciary oversight
Retirement plan committee governance and documentation support
ERISA-related fiduciary guidance and risk management considerations
Investment evaluation, monitoring, and governance processes
Fee benchmarking and service provider due diligence
SECURE 2.0 planning and implementation considerations
Non-qualified deferred compensation plan consulting
Executive benefit strategy design and evaluation
Key employee retention and succession planning strategies
Business exit and ownership transition planning support
Coordination with attorneys, CPAs, valuation professionals, and other trusted advisors
Private wealth planning coordination for business owners and executives

Rather than applying a standardized approach, we help organizations develop repeatable processes and strategies that reflect their unique workforce, ownership structure, growth objectives, and long-term vision.

Retirement Plan and Executive Benefits Specialists

Many employers today face challenges that extend beyond retirement plan administration. They are balancing talent retention, executive compensation, succession planning, regulatory responsibilities, and long-term business value creation.

We help organizations evaluate how retirement plans, deferred compensation arrangements, executive benefit programs, and business transition strategies can work together to support both company and individual goals. By coordinating these conversations within a broader planning framework, employers can create a more intentional approach to attracting talent, retaining key leaders, and preparing for future opportunities.

Fiduciary-First Approach

Effective retirement plan oversight requires more than good intentions. It requires a disciplined process, consistent documentation, and a commitment to prudent decision-making.

We help plan sponsors throughout the Front Range, Northern Colorado, and Wyoming establish governance practices designed to support fiduciary oversight across investments, fees, providers, and plan operations. As organizations grow and regulations evolve, our goal is to help clients remain organized, proactive, and confident in the decisions they make on behalf of their plans and participants.