Overview

BlueCap Retirement Advisory is a retirement focused advisory practice working with employers to create effective retirement plans. I am founder and managing partner and bring 24+ years of qualified plan experience. Our practice brings best in class, institutional level plan design strategies and service models to the small and mid employer market. Looking to acquire practices that have a heavy concentration of retirement plans (401k, 403b, 457) and are near geographic markets of Seattle, Indianapolis and Denver.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Variable Annuities

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