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Retirement / Investments / Insurance
Specializing in the design and implementation of investment and insurance solutions for Qualified & Nonqualified Retirement Plans, corporations, executives, and affluent individuals/families. Founded over forty years ago by investment professionals with over a century of combined industry experience, PensionmarkMeridien’s mission is to help our clients accumulate, preserve and transfer their wealth. The team at PensionmarkMeridien are Independent Investment Advisor Representatives of Pensionmark® Financial Group. As of December 31, 2018 the Pensionmark network of advisors and independent advisory firms collectively provide investment management and retirement plan consulting support to over $41.4 billion in assets , including discretionary assets under management (AUM) of over $7.0 billion. With 450 advisors and staff throughout the United States, Pensionmark has assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their needs and obligations.
Clients Come First
We have valued providing a unique client experience and results since day one when PensionmarkMeridien opened its doors in 1975. Our goal is simple: have clients that love us from the ease of doing business with us, the personal attention we provide, and the savings and quality of work we deliver.
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As of December 31, 2020, the Pensionmark network of advisors and firms collectively provides support to over $80.7 billion in assets covering over 4,200 retirement plans across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.2 billion.