Financial Strategies Retirement Partners (FSRP) is an independent investment management firm specializing in 401k plans and individual wealth management. Our team of 21 professionals advises on over $2.5 billion in retirement plan and wealth management assets as of 9/30/24. We partner with employers to effectively manage retirement plans, address fiduciary responsibility, and help companies attract and retain talent through financial wellness initiatives, support, and advice.

We are proud of our affiliation with Commonwealth Financial Network, one of the largest privately-held independent RIA/broker-dealers in the nation*. FSRP is also a Registered Investment Adviser and we function as co-fiduciaries on each 401k plan we manage.

*As of 9/22, based on self-reported AUM data from 47 participating firms in the 2022 Financial-Planning.com IBD Elite survey.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Financial Planning services offered through FSRP are separate and unrelated to Commonwealth. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.