What We Offer
Investment & Risk Management »
Customized investment and risk management and financial strategies for individuals, businesses, and plan sponsors.
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Fiduciary Plan Advisory »
Clear and transparent fiduciary processes managed by a team of professionals with extensive, diverse experience.
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Retirement Consulting Services »
Consulting services to pension, profit-sharing, and 401(k), 403(b), 457 and Taft-Hartley retirement plans.
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Meet the Founders
Neal M. Dietz
Since 1983, Neal Dietz has offered a distinctive blend of professional investment guidance and personal service. His more than twenty years of managing individual equity, mutual fund and derivative portfolios gives clients...
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Edward M. Lynch, Jr., AIFA®, RF™
Mr. Lynch has worked with ERISA-qualified plan sponsors and designated fiduciaries in most aspects of plan development and maintenance since the early 1980s. He works closely with clients in identifying, evaluating...
Read MoreFeatured Partner
Fiduciary Plan Governance, LLC (FPG) works closely with plan sponsors in helping them operate and manage their retirement plans successfully and reduce potential liability.
Website »
Retirement Partners Group is a network of advisors associated with LPL Financial who focus primarily on advising retirement plans for small to large companies. Retirement Partners Group advisors are enabled to engage with these companies through an entire spectrum of offerings, including brokerage and ERISA non-discretionary and discretionary investment services. Retirement Partners Group advisors are among the 401(k) plan distribution leaders in terms of number of retirement plan advisors, plans, participants and assets under advisement. LPL Financial provides advisors with access to a robust set of integrated tools that allows them to efficiently prospect, engage, monitor and service retirement plans and, where appropriate, address investment fiduciary requirements.
