Who We Serve

At Symphony Retirement Partners, LLC we work with employers that tend to care about their employees, and have a desire to simplify their lives while addressing the complexities tied to the oversight of the retirement plan they sponsor. 

Our retirement plan consulting services are best suited for small and medium sized employers including start-ups. We believe that no matter how big or small a company is, their employees deserve the opportunity to prepare for a rewarding retirement.

  • Plan size:  Start up plans up to $20 million in plan assets
  • Employee size:  2 employees up to 500
  • Employer type:  For profit and not-for-profit entities

NOTE:  We provide retirement plan solutions for self-employed individuals as well.