What We Do

Our mission is to deliver carefully tailored fiduciary guidance based on a thorough understanding of each client's unique objectives. We pride ourselves on helping employers navigate and simplify retirement plan complexities while communicating in clear actionable terms. We love what we do and take pride in the quality of our work.

Fiduciary Support

Montgomery Retirement Plan Advisors serves your plan as an ERISA 3(21) or 3(38) fiduciary.

Investment and Target Date Fund Analysis

A successful retirement plan needs investment choices that are carefully screened and cost effective.

Fee Analysis and Benchmarking

To evaluate your fees you must first identify them.

RFP Project Management

How does your recordkeeper really measure up? You need an expert on your side of the table.

Plan Design Consulting

Optimized plan design is the number one driver of successful retirement outcomes for employees.

Workplace Financial Wellness

To employees, the retirement plan is just a piece of the financial puzzle.

Our Awards and Recognitions

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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.