About Us
We believe everyone should have the opportunity to create a secure financial future for themselves. That's why we've been helping employers empower their employees to save more through effective retirement benefit plans since 1991.
Clients Always Come First
While profits are important, it’s not what drives our business. Relationships are. We strategically keep our client portfolio selective. By offering exclusive service, we won’t compromise the best interests of our clients. Operating this way means we can drive results for every client we work with.
We Sit On Your Side Of The Table
As Fiduciary Advisors, we are legally obligated to make decisions that benefit our clients first. That means we’ll make sure your retirement plan does what it should - create business value while strengthening retirement security for your employees.
Your Success Matters To Us
We know how complex retirement plans can be but we also know how important it is to support your employees’ financial future. Saving for retirement is personal, which is why we tailor our approach with the aim of achieving positive outcomes for everyone.
We do this through
Trust
The fiduciary standard is our starting point. We strive to exceed that level in all we do.
Stewardship
Responsible planning is paramount in helping our clients achieve success in retirement
Employee Empowerment
We believe that educating employees allows them to make more savvy decisions about their future
Meet The Team
Patrick McGinn, CFA®
President
Patrick has been in the securities industry since 1993. He holds the Chartered Financial Analyst®designation and is a member CFA Society Boston. He has 30 years of investment, retirement plan, and employee education experience.
Jim Phillips
Founder
Jim worked for large national investment firms before starting Retirement Resources in 1990. He has extensive experience in investments, retirement plans and employee communications and has previously served on the Leadership Council of the National Association of Plan Advisors.
Here’s what we manage
11+years
Average client relationship length
10k+
Plan participants
$1B+
Assets under management
Awards and Certifications
Good retirement plans check the boxes
Great ones plan with purpose and enhance the retirement security of your employees. Let us help you move from good to great.
