Strategic Financial Services, Inc., an independent, Central New York based wealth management firm, is proud to announce it has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement over $100 Million. The list of NAPA’s Top DC Advisor Teams, which will be published in the Summer issue of NAPA Net, the Magazine, is available online at https://www.napa-net.org/top-dc-advisor-teams-2022.
“Strategic exists to help people live a great life,” said Alan Leist, III, CEO of Strategic Financial Services. “Providing outstanding workplace financial advice and fiduciary oversight is right in line with that mission. We are proud to have our team recognized for their leadership in the DC space” added Leist.
“Since their inception, NAPA’s various industry lists have been a valuable Who’s Who of who matters in the world of retirement plans and retirement plan advisors,” noted Nevin Adams, 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. “This latest chapter – the NAPA Top DC Advisor Teams, ranked by self-reported DC assets under advisement – presents a compelling case for the positive impact on the nation’s private retirement system”.