Retirement Plans & Wealth Management, Designed Around You
Relax, we’ll take it from here…
Optimize to Outcomes
Outsource Fiduciary Responsibility
Add Value, Not Work
Imagine a workplace retirement plan that goes beyond checking a box—one that reflects your culture, supports your goals, and helps employees build lasting financial confidence. At Strategic Retirement Partners, we pair thoughtful retirement plan consulting with personalized wealth management to create an experience that benefits both you and your team.
Together, we’ll help you manage your fiduciary responsibilities, strengthen financial wellness, and give your employees the tools they need to thrive today and in the future.
Strategic. Retirement. Partners.
Strategic Retirement Partners is an independent, privately held retirement plan consulting and wealth management firm with more than 130 professionals across 34 offices nationwide. Founded in 2015, SRP is celebrating its 10-year anniversary of helping plan sponsors manage fiduciary responsibilities while supporting the retirement goals of hundreds of thousands of employees. Through our SEC-registered RIA, WELLth Advisory Services, we extend our expertise beyond retirement plans to the broader financial well-being of individuals and families.
As of July 1, 2025, SRP advises on 1,376 retirement plans totaling $24.64 billion. Over half of our professionals are shareholders, reinforcing our culture of ownership.
SRP by the Numbers
Advisors and Associates
Local Offices
Clients Served
Assets Under Management
Retirement Plan Participants
— as of 10.01.25
We Make It Easy For You to Get More Out of Your Plan
Talk to us about your retirement plan and wealth management.
You’ll discover how personalized strategies can simplify decisions, grow wealth, and build financial confidence for individuals, families, and organizations alike.