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Who We Are

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Large Resources.
Local Relationships.

Large Resources. Local Relationships. Same boutique experience with even more products and services.

It’s a Whole New World

For more than 35 years, Pensionmark Financial Group has been helping employers and individual investors by providing industry- leading financial services via its network of top retirement plan specialists and financial advisors. Pensionmark advisors specialize in all aspects of financial support, including assisting corporations with defined contribution, defined benefit, non-qualified plans, and individuals via wealth management. But, it was time to give our clients more.

New Partner, Same Quality of Service

In early 2022, Pensionmark merged with World Insurance Associates, a nationally ranked, full-service insurance and financial services organization, and expanded our offering to include commercial and personal insurance, employee and executive benefits, and payroll and HR solutions.

The Best of Both Worlds

We are still the same leading investment advisory and broker-dealer services firm you know and trust. And we are maintaining our mission to help our clients meet their financial goals with uncompromising integrity.

Now you can enjoy a boutique service experience with even more products and services that help you protect your people and your business. Get the best of both worlds, with World.

The Pensionmark, A World Company Difference



You can count on our centralized service model that truly gives you the best of both worlds—a boutique advisor experience combined with the strength and resources of a nationally recognized firm.



We tailor solutions for our clients with full flexibility in compensation structures, product and investment choices, and fiduciary services. As a CEFEX advisory firm, we adhere to the Global Fiduciary Standard of Excellence and are audited annually to ensure we act in the best interest of investors.



We have dedicated specialists across all disciplines—investment, financial wellness, plan design, ERISA, and participant communications—allowing for efficient and effective outcomes for our clients.



We blend traditional quantitative analysis with qualitative research and behavioral finance to go beyond typical performance metrics. Plus, we provide ongoing fee and service comparisons to ensure you have the plan best suited for your needs.

on Diversity, Equity, Inclusion, and Belonging

Pensionmark Financial Group is committed to upholding a respectful, understanding, and supportive environment that is inclusive of all identities. We believe in fostering a workplace that encourages employees to bring their unique lived experiences to the table, valuing the diverse perspectives of our team. We feel it’s important to understand and represent the communities we serve; to that end, we will continue to innovate beyond industry standards and aim for our team to match the needs of our customer demographics.

Ready for the best of both worlds?