Returning Clients: Wealth Vision Account View

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...

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Featured 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.
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