We Can Help Manage Your Current Clients 401(k)s
Partner with us to provide expert retirement account management, helping your clients achieve their financial goals while you expand your advisory services.
Why Partner with Us?
Are you an advisor with clients working for top companies? We can partner with you to offer comprehensive money management advice for their workplace retirement accounts. Whether it’s a 401(k), 403(b), or 457 plan, our service allows you to provide professional management without needing to be the ‘rep of record.
✔️ Advisory Fees Directly from Retirement Accounts
Clients pay fees directly from their retirement accounts—no need for credit card or ACH payments.
✔️ Hundreds of Money Manager Models
Access to a wide range of models to suit each client’s specific financial goals and needs.
✔️ You Maintain Your Independence
You’re not required to be the ‘rep of record’—you can help one client at a time, allowing you to provide focused, personalized support.
✔️ 100,000+ Eligible Plans
With a vast network of eligible plans, you can confidently expand your client offerings.
✔️ Affordable for Clients
Our service is cost-effective, often lower than you might expect, giving clients a professional management option without breaking the bank.
Why This Matters to You
- The Assets Stay in the Plan: Clients’ funds remain within their employer’s plan while receiving professional, active management.
- Earn Fee Revenue: Start earning revenue from these managed assets immediately, with fees directly taken from the account.
- No Rep of Record Requirements: You provide the advisory service while remaining independent from the plan’s official representative.
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Companies We Work With
If your clients are employed at any of these companies, you can offer them tailored retirement account management:
- ACCENTURE
- ADOBE
- AMERICAN AIRLINES
- APPLE
- BLUE CROSS/BLUE SHIELD
- CARNEGIE MELLON UNIVERSITY
- CENTER FOR THEATER ARTS
- CHEVRON
- DCK WORLDWIDE
- DELOITTE
- EVOQUA WATER
- FEDEX
- FIRST ENERGY
- GENERAL MILLS
- HILTON
- HOME DEPOT
- HONDA
- JC PENNEY
- OFFICE DEPOT
- ORACLE
- PENN STATE UNIVERSITY
- PEPSICO
- PFIZER
- SHELL
- SONY
- SPRINT
- TOYOTA
- UNITED AIRLINES
- UNIVERSITY OF PITTSBURGH
- UPS
- WASHINGTON HOSPITAL
- WESCO
- WHOLE FOODS
…and many more!
The Opportunity Right in Your Region
There are thousands of employees in your area who may not know they can access professional management for their workplace retirement accounts. You have the chance to be the advisor who offers them that solution.
Book A Complementary Consultation
A&M Financial Group, INC
Advisory Services offered through AMFG Wealth Management LLC, a Registered Investment Advisor