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April 17, 2024

Strategic Named to List of Nation’s Top DC Advisor Teams

ARLINGTON, Va.— Strategic Financial Services has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.

“Since their inception, NAPA’s various industry lists represent the best of what the retirement plan industry has to offer, setting the bar higher for financial professionals and plan advisors specifically,” said John Sullivan, Chief Content Officer of the American Retirement Association, and Editor-in-Chief of NAPA-Net, the nation’s leading online resource for retirement plan advisors. “The NAPA Top DC Advisor Teams are ranked by self-reported DC assets under advisement and highlight the positive impact they’re making on the nation’s private retirement system.”

“We’re proud to be recognized as a NAPA Top Defined Contribution Advisor Team, showcasing our dedication to excellence in serving retirement plan sponsors and participants alike,” Greg Tedone, CPFA, ARPC, Head of Retirement Plans at Strategic Financial Services.

“This honor highlights Strategic’s continued commitment to excellence in 401k and 403(b) retirement plan consulting,” said Alan Leist, III CEO of Strategic Financial Services. “Providing outstanding workplace financial advice and fiduciary oversight is in line with our mission to help people live a great life. We are proud to have our team recognized for their leadership in the DC space,” added Leist.

This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.

Sullivan added, “As the nation’s voice for retirement plan advisors, we are once again pleased to highlight the contributions and commitment of these teams.”

The list of NAPA’s Top DC Advisor Teams, which will be published in the Spring issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/napa-top-dc-advisor-teams-2024.

About Strategic Financial Services

In business since 1979, Strategic has a team of over 35 wealth management professionals, servicing more than 1,100 clients and managing $2 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.

Headquartered in Utica, NY with Satellite offices in Little Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.

About the National Association of Plan Advisors

The National Association of Plan Advisors was created by and for retirement plan advisors. Membership is also open to other retirement industry professionals who support the interests of plan advisors. NAPA is the only advocacy group exclusively focused on the issues that matter to retirement plan advisors. NAPA is part of the American Retirement Association, based in the Washington, D.C. area. More information about NAPA is available at napa-net.org.

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