Your MRPA Team

MRPA strives to set the standard for fiduciary retirement plan consulting, empowering employers to elevate plan governance and inspire a generational impact on employees.

W. Michael Montgomery

CPFA, AIF®, CFS™, TGPC, C(k)P®

Managing Principal

Michael Montgomery has over four decades of specialized experience in the retirement plan field. He founded Montgomery Retirement Plan Advisors in 2004 and serves as senior consultant to MRPA clients.

Ronald A. Letaw

CPFA, AIF®, CFS™

Vice President, Retirement Plan Consultant

Ron Letaw provides investment and plan consulting services to our clients. He is also responsible for business strategy & development as well as RFP & benchmarking management.

David M. Montgomery

CPFA, AIF®, CRPS®, C(k)P®

Vice President, Retirement Plan Consultant

David Montgomery provides investment and plan consulting services to our clients, and is responsible for business development of MRPA. He is also President & Co-Founder of our sister company, Fidelis Fiduciary Management.

Stephen McCormack

AIF®

Client Relations Manager

Steve McCormack leads our internal operations and develops in-depth analyses and reports for our clients.

Daniel J. Yuftczak

MBA, AIF®, CRPC®

Client Relations Manager

Dan Yuftczak works closely with our consultants in performing investment due diligence, cost analysis and benchmarking and plan reviews.

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CEFEX-certified as an Advisor 9/23/2009
"Through CEFEX’s independent assessment, the certification provides assurance to investors… that Montgomery Retirement Plan Advisors has demonstrated adherence to the industry’s best fiduciary practices."
Read Press Release | View Certificate

Investment advice offered through IFP Advisors, LLC dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Montgomery Retirement Plan Advisors are not affiliated.

The information given herein is taken from sources that IFP Advisors, LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies.