Retirement Solutions

Overview

Retirement Solutions is an independent investment advisory firm organized as an LLC that positions itself as a hybrid adviser and capital allocator for individual, family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection and educational workshops. It offers multiple billing approaches (percentage of assets under management, hourly, fixed fees and other arrangements) and reports an affiliation with an insurance company. Retirement Solutions does not identify itself as an active ESG investor and indicates use of third‑party managers to implement certain strategies. The firm is state‑registered in Maine, New Mexico and Washington and is owned by an individual principal. It maintains two office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices