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.


Retirement Benefits Group was recently named #13 on the list of Top 50 Institutional Consulting Teams by Barron’s. RBG was named to the inaugural list in 2015, and this year marks the fifth appearance for the group.

The list is comprised of both independent and wirehouse advisory teams who are exemplary in the industry. Those named were evaluated on a range of criteria, including institutional investment assets overseen by the team, client tenure, revenue generated by those assets, number of clients served by the team, and the number of team members. See the list