Who is RBG?

We are a group of financial advisors and our business is to help people save. It is as simple as that.

Our seven principals have been offering retirement plan support and advice for over 20 years. Now, as we have grown our team, we offer both corporate consulting and private wealth strategies for individuals.

You can sleep better at night knowing that we are fiduciaries. We offer straightforward pricing and turn complicated financial conversations into strategies.

Your life is busy, and you need someone to help you simplify retirement.


In 2018 Barron’s ranked Retirement Benefits Group #2 in its list of Top 50 Institutional Consultants, moving up from #5, then #4 in the two previous years.

Advisors on the list were ranked based on institutional investment assets overseen by each team, revenue generated by those assets, the number of clients served by the team, the number of team members, regulatory records and the team’s advanced professional designations and accomplishments. See the List.