Entrusted Financial Advisors delivers on-site, independent, professional retirement planning to your workforce at an affordable price.  This is accomplished through Retirement Planning 101 - our 90 minute education Visual Story and motivational Guidance Workshop, ending with a personalized retirement plan provided to each attendee.  Our mission is to be a trusted partner of your organization and your workforce and, as such, our staff is from outside the wealth management sphere.  We are Wall Street new product developers, Human Resources executives, and college professors (see Contact Us). 

EnTrusted Financial Advisors is retained by the employer (plan sponsor) and not a financial service provider, as such, employees receive unbiased and independent investment guidance that is free of related ERISA fiduciary issues.

Our firm assists in building a sense of partnership with employees.  A lack of employee financial understanding may lead to workplace stress, a decline in productivity, and a less than full return on retirement plan value.

These benefits would not be possible if it were not for our attractive pricing.  Given the small amounts of retirement assets held by most employees, it is unlikely that they would be able to attract high-quality investment advice (due to low asset balances) or be willing to pay for such advice on an hourly basis.  However, our service offers employers a unique opportunity to leverage the value of their retirement plan by delivering an on-site employee benefit of unbiased professional retirement planning at an affordable price for all active workers.