HB Retirement is composed of a team of retirement plan consultants, financial advisors, investment analysts and service professionals dedicated to helping both companies and individuals work towards meeting their retirement goals.
With over $3 billion of assets under management, our dedicated focus in the employer retirement plan industry allows us to deliver the experience and service your organization and employees deserve. Whether you are a small business, large corporation, non-profit, higher education institution, school district or just looking for a place to start, the clients we partner with value our ability to help them design and implement a competitive retirement plan that focuses on administrative support, investment due diligence and overall employee financial wellness.
Simultaneously, our comprehensive financial planning services strive to help individuals and families get on the right track for retirement savings and other life milestones. With over $300 million of assets under management, our team of over 16 advisors, analysts and service professionals is large enough to provide a great deal of breadth and experience, but still small enough to provide that intimate and trustworthy relationship expected when managing wealth.
See for yourself why our clients come back time and again for their financial and retirement planning needs – meet our team of professionals and get started today.