Qualified Plan Advisory, LLC

Employers need help managing their 401(k) plan or their 403(b) plan.

Employees need help to join and properly use their 401(k) or 403(b) plan.

QP Advisory is a full service investment advisory firm dedictated to the qualified retirement plan marketplace.  We advise employers, helping them manage their plan by selecting and monitoring the funds as well as performing all of the due diligence required to meet their fiduciary responsibilities.

We give employees what they want most: personal advice.  When we first meet them, we help them to join by advising on how much to save and where to invest.  We personally meet with employees on an ongoing basis and are always available to answer questions and help.