Welcome

We are an independent 401(k) consulting and fiduciary processes firm and part of LPL Financial Retirement Partners. It is our goal to optimize your 401(k) retirement plan performance, with respect to value of plan assets, and participant retirement readiness.  We support the investment committee by assisting with plan design strategies, innovative employee education and implementing sound fiduciary monitoring processes.

Christopher J. Clark is an Accredited Investment Fiduciary® (AIF®) Designee, Investment Advisor Representative and Registered Representative of LPL Financial.

Christopher Clark is affiliated with LPL Financial. LPL was established in 1989 and is the nation’s largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2017, based on total revenue.  Our independent perspective has been utilized by many companies nationwide, who oversee retirement plan assets.  The economies derived from our scale and national presence enable us to provide outstanding resources to assist with evaluating, designing, and negotiating dynamic retirement programs for plan sponsors.