Integrated planning to help create, grow, and protect the success of your business.
From initial startup to eventually passing your business on, we’re here to help you at every stage. From protecting against risk and managing growth, to attracting and retaining the top talent, our business services will be there to guide you.
We have one of the best teams around
W. Brian Drake has been recognized by PLANADVISOR (2022) and Financial Times (2018-2020) as one of the top retirement plan advisors. Many thanks to our hardworking team and incredible clients. We couldn’t have done it without you.
The 2022 PLANADVISER Top Retirement Plan Advisers rating recognizes the top defined contribution and defined benefit plan advisers across the U.S. in terms of assets or the number of plans under advisement, or a particular concentration of a specific retirement plan type as client (such as 403(b), 457, nonqualified, SEP, SIMPLE or cash balance plans). In 2022, 321 submissions were received to be considered for this recognition; 240 were considered eligible. Of those, 155 were named to the list. The PLANADVISER Top Retirement Plan Advisers rating, created and conducted by PLANADVISER, is not indicative of an investment adviser's future performance and no adviser pays, or is paid a fee, to take part in the program.
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. This honor is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
Nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners who are subsequently vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. Nominees had to be retirement plan advisors with their own book of business, and had to be less than 40 years of age. Korey Grow was recognized with this award in 2024. No compensation is provided to be eligible. Rankings and recognitions are no guarantee of future investment success.