We Partner with Financial Advisors
Businesses that work with TPA, Inc. for the most part work with a Financial Advisor because we know Financial Advisors can bring a level of expertise to investments and that is their focus.
We work with many types of Financial Advisors:
- Independent Advisors
- RIAs (Registered Investment Advisors)
- Advisors from Wirehouses
- Advisors within Banks or Trust Departments
Since TPA, Inc. is an independent TPA, we rely on our Investment Advisor partners to pick investments, provide employee education, and offer ongoing investment advice.