Pursue Your Goals
A Personalized Approach to Meet Your Needs
Whether you're looking to manage a retirement plan for your employees, you need retirement income and personal financial planning, or you would like help managing your assets, we can help. We're committed to giving you personalized attention to help achieve your retirement planning and wealth management goals.
Experienced Professionals by Your Side
We’re an independent financial services firm and a dedicated partner with extensive knowledge of retirement plans and retirement income planning. Our team has decades of combined experience helping clients navigate the ever-changing financial world.
Trusted Support
Guiding You on Your Journey
We are committed to financial education and staying updated on best practices, changing regulations, and the growing complexity of the financial industry. We have the knowledge to help you transition through life’s stages.
Business Owners
Helping you with customized business succession, retirement planning, cash management, and other strategies.
Wealth Management Investors
Supporting you with retirement income evaluations, wealth protection, tax planning strategies, and more.
Employers
Helping you manage your retirement plan, address fiduciary responsibilities, and attract talent.
Employees
Offering you online access to your retirement plan account, an education library, retirement savings calculators, and other helpful resources.
Recognized Experience
Our team includes advisors who have consistently earned the Five Star Wealth Manager award, based on criteria that are associated with wealth managers who provide quality services to their clients.
2012-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in September, 2022 based on data gathered within 12 months preceding the issue date. 979 advisors were considered, 87 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Shawn A. Monty Honored in Forbes’ Best-In-State Wealth Advisors for 2022.
2022 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2022 based on data gathered from June 2020 to June 2021. 19,640 Advisors were considered, approximately 6,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
FSRP Named to Top Defined Contribution Advisor Team list
2022 NAPA Top DC Advisor Teams, created by NAPA. Presented in March 2023 for the previous year. All NAPA members with over $100 million in defined contribution assets under advisement made the list. 362 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.
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