Employer Retirement Plans & Corporate Services

Ideal for locally owned businesses, organizations and nonprofits, we offer employer retirements plans and corporate services, including:

  • Fiduciary oversight and guidance. This includes helping owners understand their role as a fiduciary, and providing resources for liability management and risk mitigation.
  • Investment policy and menu design, analysis, fee benchmarking and implementation.
  • Providing expertise on service providers.
  • Providing employee education training. 
  • Managing corporate brokerage accounts.

 Meet Our Wealth Advisor

Retirement and wealth management services are offered in partnership with Guardian Wealth Partners and Aptus Capital Advisors, which includes a deep, experienced team including chartered financial analysts and certified financial planners.

 

Investment Advisory Services offered through Guardian Wealth Partners, LLC and Aptus Capital Advisors, LLC. Guardian Wealth Partners, LLC and Aptus Capital Advisors, LLC are not affiliated entities.
Investment products: Are Not FDIC Insured • Are Not Guaranteed by the Bank • May Lose Value