National Affiliations

United Benefit Advisors (UBA)

United Benefit Advisors (UBA) is an alliance of the nation’s premier independent benefit advisory firms. By working collaboratively, UBA members are better prepared and positioned to share their collective wisdom with busy employers who want the assurance that they are making informed choices in a complex and rapidly changing employee benefits marketplace.

Membership in UBA is limited by region so admission to this exclusive national network acknowledges high quality and innovative insurance brokerage firms. UBA prepares and publishes one of the nation’s most current and comprehensive health plans surveys. Clients have access to helpful benchmarking information and online HR tools to assist with plan decisions.

We partner with UBA to bring our clients the strategies, knowledge, insights, ideas, expertise and best-in-class products and tools.

Pensionmark Financial Group

Pensionmark was founded in 1988 as a consulting firm dedicated to providing the industry’s premier independent retirement plan and investment advisory services to employers, executives, and individual investors with the utmost professionalism and uncompromising integrity.

With offices throughout the United States, Pensionmark is recognized as one of the leading consulting firms in the nation. Pensionmark team members have been named to 401K Wire’s list of “Most Influential Advisors” and among the “Most Influential People in Defined Contributions.”1

Pensionmark has also been named by plan sponsor and PLANADVISER magazines as one of the nation’s most successful retirement plan consulting organizations.2

Pensionmark has also been recognized in the Inc. 5000 Magazine for fastest growing company for three consecutive years as well as PLANADVISERS “Retirement Plan Adviser Multi-Office Team of the Year”.3
We provide unbiased retirement plan consulting, financial planning, and investment advice, based on a thorough understanding of each client’s unique circumstances and objectives. We support our clients with a nationwide network of consultants who have decades of experience. We employ cutting-edge technology and analytics using a team-based approach. We understand that the financial services industry is constantly evolving and are committed to continually enhancing our capabilities to help you stay ahead.

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

1) 401K Wire, November 2010 (based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees).
2) Plan sponsor Magazine, January 2009 (nominated by industry professionals and selected based on quantitative evaluation of service levels and feedback from plan sponsor clients; advisors who have attained the plan sponsor Retirement Professional designation receive an automatic nomination)/plan sponsor Magazine, December 2006.
3) Recognized as one of Inc. Magazine’s Fastest Growing Private Companies in America in 2012, 2013, and 2014; PLANADVISER Magazine, September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels.