SETTING A NEW STANDARD FOR FINANCIAL SERVICES
Leadership, Innovation, and Execution
Setting a new standard for financial services
Pensionmark Financial Group is a network of top retirement plan consultants and financial advisors. For over 30 years our mission has been to help employers and individual investors meet and exceed their retirement and financial planning needs and obligations with uncompromising integrity.
Pensionmark Financial Group is a network of top retirement plan consultants and financial advisors. For over 30 years our mission has been to help employers and individual investors meet and exceed their retirement and financial planning needs and obligations with uncompromising integrity.
$86b+*
Assets Supported
3000+
Retirement Plan Clients
3000+
Wealth Management Clients
65+
Locations
300+
Team Members
$86b+*
Assets Supported
3000+
Retirement Plan Clients
3000+
Wealth Management Clients
65+
Locations
300+
Team Members
*As of December 31, 2021, the Pensionmark network of advisors and firms collectively provides support to over $86.0 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $27.1 billion.
Analyzing the difference between the quality and services of different financial advisors can be challenging. On paper, we can all look the same. Our CEO, Troy Hammond, set out with a vision to make us different by building a better way to deliver financial services; a scalable model that leverages the best people and technology in the industry.
Analyzing the difference between the quality and services of different financial advisors can be challenging. On paper, we can all look the same. Our CEO, Troy Hammond, set out with a vision to make us different by building a better way to deliver financial services; a scalable model that leverages the best people and technology in the industry.
What makes us different
What makes us different
HOW WE ARE BUILT
We provide a tailored and centralized service model, giving our clients the best of both worlds- a boutique advisor experience with the strength and resources of a large national firm.
HOW WE ARE BUILT
We provide a tailored and centralized service model, giving our clients the best of both worlds- a boutique advisor experience with the strength and resources of a large national firm.
HOW WE LOOK AT THINGS
We blend traditional quantitative analysis with qualitative research and behavioral finance to go beyond typical performance metrics to ensure we are best serving your unique objectives.
HOW WE LOOK AT THINGS
We blend traditional quantitative analysis with qualitative research and behavioral finance to go beyond typical performance metrics to ensure we are best serving your unique objectives.
HOW WE SERVICE
Accepting no pay-to-play money or third-party payments allows us to sit on your side of the table. We are your conflict managers, helping to identify the conflicts of interest that may exist between you and investment providers and record keepers.
HOW WE SERVICE
Accepting no pay-to-play money or third-party payments allows us to sit on your side of the table. We are your conflict managers, helping to identify the conflicts of interest that may exist between you and investment providers and record keepers.
A CEFEX FIRM
CEFEX advisory firms adhere to the Global Fiduciary Standard of
Excellence — meaning we must act in the best interest of investors and
are audited annually to ensure continual compliance to this standard.
A CEFEX FIRM
CEFEX advisory firms adhere to the Global Fiduciary Standard of
Excellence — meaning we must act in the best interest of investors and
are audited annually to ensure continual compliance to this standard.
Corporate Social Responsibility
We believe the greatest returns are the ones we make to others.
We support charitable organizations that we feel help people in need to enhance their emotional, financial, and physical wellness, and have a passion for combating climate change.
Corporate Social Responsibility